iShares Russell 1000 Value EIWDETF
13F holders, Q2 2025 (June 30)1,738holders +19
110new positions
86sold out
6famous investors
$194.18avg. 13F price*
At the end of Q2 2025, 1,738 institutions reported holding iShares Russell 1000 Value E (IWD) in their 13F filings, up 19 from Q1 2025. 110 opened new positions and 86 sold out. The largest holders were Bank of America Corp. ($9.7B), Morgan Stanley ($6.9B) and Goldman Sachs Group Inc. ($3.0B). 6 famous investors held it, including Joel Greenblatt (0.1% of Gotham Asset Management's portfolio), Mario Gabelli (0.0% of GAMCO Investors's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- iShares Russell 1000 Value E
- CUSIP
- 464287598
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 110 | $270.6M |
| Exits | 86 | $555.4M |
All 13F filers, Q1 2025 → Q2 2025: 6,377,906 shares bought and 17,284,902 shares sold, net −10,906,996 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,738 holders
| Bank of America Corp. | 0.78% | Reduce -1.5% | 49,816,823 | $9.7B |
| Morgan Stanley | 0.45% | Reduce -6.8% | 35,679,281 | $6.9B |
| Goldman Sachs Group Inc. | 0.49% | Reduce -0.9% | 15,482,996 | $3.0B |
| JPMorgan Chase & Co. | 0.12% | Add +0.7% | 9,153,000 | $1.8B |
| FMR LLC | 0.10% | Reduce -4.5% | 8,841,679 | $1.7B |
| Financial Engines Advisors L.L.C. | 3.40% | Reduce -0.0% | 8,758,071 | $1.7B |
| UBS Group AG | 0.32% | Reduce -1.8% | 7,814,256 | $1.5B |
| Envestnet Asset Management Inc. | 0.37% | Add +0.9% | 6,599,784 | $1.3B |
| Baird Financial Group, Inc. | 1.80% | Add +12.7% | 5,275,282 | $1.0B |
| Wells Fargo & Company | 0.21% | Add +8.1% | 4,987,282 | $968.7M |
| Raymond James Financial Inc. | 0.33% | Add +1.6% | 4,978,791 | $967.0M |
| Northern Trust Corp. | 0.13% | Add +4.5% | 4,723,508 | $917.4M |
| LPL Financial LLC | 0.27% | Add +5.5% | 4,165,225 | $809.0M |
| M&T Bank Corp | 2.62% | Add +3.3% | 3,931,029 | $763.5M |
| PNC Financial Services Group, Inc. | 0.43% | Add +1.7% | 3,412,793 | $662.9M |
| Synovus Financial Corp. | 7.69% | Add +1.9% | 3,236,174 | $628.6M |
| Jasper Ridge Partners, L.P. | 12.27% | Reduce -5.6% | 2,524,684 | $490.4M |
| Prudential Financial Inc. | 0.61% | Reduce -8.8% | 2,413,907 | $468.9M |
| Truist Financial Corp. | 0.64% | Reduce -1.8% | 2,258,411 | $438.7M |
| Royal Bank of Canada | 0.08% | Add +0.2% | 2,059,216 | $400.0M |
| Jones Financial Companies LLLP | 0.30% | Reduce -19.5% | 2,037,447 | $394.0M |
| Commonwealth Equity Services, LLC | 0.51% | Reduce -4.5% | 1,996,421 | $387.8M |
| Stifel Financial Corp. | 0.34% | Reduce -4.6% | 1,805,392 | $350.7M |
| GLOBALT Investments LLC / GA | 12.89% | Reduce -2.9% | 1,732,187 | $336.4M |
| Citigroup Inc. | 0.18% | Add +12.7% | 1,317,375 | $255.9M |
| Stairway Partners, LLC | 14.21% | Add +1.4% | 1,289,595 | $250.5M |
| Ameriprise Financial Inc. | 0.06% | Reduce -2.4% | 1,222,249 | $238.0M |
| Tiaa Trust, National Association | 0.59% | Reduce -1.8% | 1,172,858 | $227.2M |
| Cetera Investment Advisers | 0.37% | Reduce -3.4% | 1,142,010 | $221.8M |
| Rockefeller Capital Management L.P. | 0.47% | Add +1.5% | 1,108,800 | $216.5M |
| Pacific Life Fund Advisors LLC | 23.04% | Reduce -10.5% | 1,106,742 | $215.0M |
| Comerica Bank | 0.76% | Add +0.2% | 1,006,251 | $195.4M |
| HighTower Advisors, LLC | 0.24% | Add +1.8% | 994,176 | $193.1M |
| NorthCoast Asset Management LLC | 0.77% | Reduce -2.2% | 920,920 | $178.9M |
| Waldron Private Wealth LLC | 7.56% | Add +2.6% | 892,418 | $173.3M |
| US Bancorp \de | 0.21% | Reduce -0.3% | 845,854 | $164.3M |
| Oakworth Capital, Inc. | 9.94% | Add +1.5% | 794,158 | $154.2M |
| Corient Private Wealth LP | 0.20% | Reduce -50.6% | 785,692 | $152.6M |
| Commerce Bank | 0.87% | Add +1.0% | 757,671 | $147.2M |
| BNP Paribas Financial Markets | 0.11% | Add +4.4% | 740,452 | $143.8M |
| American Century Companies Inc. | 0.07% | Reduce -25.6% | 695,493 | $135.1M |
| Wealth Enhancement Advisory Services, LLC | 0.22% | Reduce -1.7% | 684,004 | $135.0M |
| Bank of New York Mellon Corp | 0.03% | Reduce -3.5% | 680,478 | $132.2M |
| 1ST Source Bank | 7.26% | Add +0.3% | 677,377 | $131.6M |
| Natixis Advisors, LLC | 0.20% | Reduce -32.7% | 639,551 | $124.2M |
| Stephens Inc. | 1.67% | Reduce -0.1% | 623,920 | $121.2M |
| Pathstone Holdings, LLC | 0.47% | Add +15.5% | 634,896 | $118.7M |
| Circle Wealth Management, LLC | 2.62% | No change | 607,633 | $118.0M |
| BlackRock, Inc. | 0.00% | Reduce -67.1% | 584,314 | $113.5M |
| Osaic Holdings, Inc. | 0.20% | Add +25.3% | 579,728 | $112.3M |
| Bank of Nova Scotia | 0.22% | Add +0.3% | 540,810 | $105.0M |
| Creative Planning | 0.09% | Add +0.8% | 540,460 | $105.0M |
| Mariner, LLC | 0.14% | Reduce -1.2% | 502,838 | $97.7M |
| Focus Partners Wealth | 0.21% | Add +4.0% | 496,100 | $96.4M |
| Northwestern Mutual Wealth Management Co. | 0.06% | Add +1.4% | 456,919 | $88.7M |
| Modera Wealth Management, LLC | 1.08% | Add +1.7% | 447,183 | $86.9M |
| Cassaday & Co Wealth Management LLC | 2.10% | Add +8.5% | 431,516 | $83.8M |
| Captrust Financial Advisors | 0.19% | Add +16.0% | 427,355 | $83.0M |
| Stephens Group Asset Management, LLC | 5.84% | Add +6.6% | 418,023 | $81.2M |
| Cedar Mountain Advisors, LLC | 16.84% | Add +0.5% | 417,125 | $81.0M |
| MML Investors Services, LLC | 0.22% | Reduce -0.1% | 398,755 | $77.5M |
| Brown Advisory Inc. | 0.10% | Add +36.2% | 398,545 | $77.4M |
| Choreo, LLC | 1.07% | Reduce -1.3% | 395,517 | $76.8M |
| Bridges Investment Management Inc. | 0.99% | Reduce -2.2% | 377,072 | $73.2M |
| Cullen/Frost Bankers, Inc. | 0.92% | Add +4.9% | 376,947 | $73.2M |
| Franklin Resources Inc. | 0.02% | Reduce -62.9% | 376,594 | $73.1M |
| Alliancebernstein L.P. | 0.02% | Reduce -68.0% | 375,944 | $73.0M |
| MV Capital Management, Inc. | 7.33% | Reduce -4.5% | 366,772 | $71.2M |
| Landaas & Co. /Wi | 16.73% | Add +0.2% | 360,714 | $70.1M |
| MAI Capital Management | 0.48% | Add +10.0% | 358,539 | $69.6M |
| StoneX Group Inc. | 3.24% | Add +2.6% | 342,228 | $66.5M |
| Marquette Asset Management, LLC | 11.06% | Add +717.0% | 339,687 | $66.0M |
| Equitable Holdings, Inc. | 0.53% | Reduce -17.5% | 331,949 | $64.5M |
| Moneta Group Investment Advisors LLC | 0.76% | Add +1.7% | 330,078 | $64.1M |
| Private Advisor Group, LLC | 0.34% | Add +2.2% | 329,246 | $63.9M |
| EP Wealth Advisors, LLC | 0.40% | Add +0.1% | 313,086 | $60.8M |
| Fifth Third Bancorp | 0.21% | Reduce -2.3% | 312,802 | $60.8M |
| Independence Asset Advisors, LLC | 37.02% | New | 306,319 | $59.5M |
| First Business Financial Services, Inc. | 5.17% | Reduce -0.3% | 295,296 | $57.4M |
| Steward Partners Investment Advisory, LLC | 0.44% | Reduce -9.6% | 288,893 | $56.1M |
| Paulson Wealth Management Inc. | 14.13% | Add +3.3% | 280,992 | $54.6M |
| Covenant Partners, LLC | 16.29% | Add +2.6% | 280,951 | $54.6M |
| Cresset Asset Management, LLC | 0.27% | Reduce -4.8% | 276,482 | $53.7M |
| FSA Wealth Management LLC | 20.16% | Add +1.9% | 266,109 | $51.7M |
| CX Institutional | 1.77% | Add +16.4% | 262,024 | $50.9M |
| Janney Montgomery Scott LLC | 0.13% | Reduce -9.4% | 256,132 | $49.7M |
| Badgley Phelps Wealth Managers, LLC | 1.05% | Reduce -0.7% | 244,111 | $47.4M |
| Wind River Trust Co | 18.56% | Reduce -1.4% | 238,301 | $46.3M |
| Graypoint LLC | 2.58% | Add +1.4% | 235,430 | $45.7M |
| Mission Wealth Management, LP | 1.00% | Add +13.5% | 235,130 | $45.7M |
| Blair William & Co. | 0.13% | Add +6.0% | 233,392 | $45.3M |
| Flaharty Asset Management, LLC | 5.77% | Add +5.0% | 217,162 | $42.2M |
| Cerity Partners LLC | 0.08% | Reduce -2.2% | 217,131 | $42.2M |
| Relyea Zuckerberg Hanson LLC | 4.91% | Reduce -0.3% | 215,741 | $41.9M |
| Comprehensive Financial Management LLC | 1.14% | No change | 210,233 | $40.8M |
| Brandywine Global Investment Management, LLC | 0.29% | Reduce -22.0% | 209,596 | $40.7M |
| Mesirow Financial Investment Management, Inc. | 0.78% | Add +530.1% | 205,744 | $40.0M |
| Legacy Edge Advisors, LLC | 5.22% | Add +16.0% | 201,390 | $39.1M |
| Mercer Global Advisors Inc. | 0.09% | Add +5.0% | 200,092 | $38.9M |
| Nadler Financial Group, Inc. | 3.95% | Reduce -4.8% | 198,820 | $38.6M |
| Waverly Advisors, LLC | 0.42% | Add +1.8% | 196,965 | $38.3M |
| Simon Quick Advisors, LLC | 1.92% | Add +3.0% | 195,436 | $38.0M |
| First Horizon Advisors, Inc. | 0.97% | Reduce -2.2% | 192,871 | $37.5M |
| Lido Advisors, LLC | 0.20% | Add +33.5% | 190,246 | $37.0M |
| Regions Financial Corp. | 0.25% | Reduce -2.6% | 185,405 | $36.0M |
| CIBC Private Wealth Group LLC | 0.06% | Add +2.6% | 183,652 | $35.7M |
| MJP Associates Inc. | 5.24% | New | 181,897 | $35.3M |
| Advisor OS, LLC | 3.47% | Add +8806.4% | 181,690 | $35.3M |
| HB Wealth Management, LLC | 0.28% | Add +3.5% | 181,584 | $35.3M |
| Saudi Central Bank | 1.41% | New | 178,016 | $34.6M |
| Equity Investment Corp. | 0.71% | Add +28.8% | 166,126 | $32.3M |
| Kestra Private Wealth Services, LLC | 0.46% | Add +108.3% | 165,245 | $32.1M |
| LBJ Family Wealth Advisors, Ltd. | 18.63% | Add +0.2% | 164,865 | $32.0M |
| Pinnacle Financial Partners Inc | 0.66% | Reduce -5.5% | 161,911 | $31.4M |
| CFS Investment Advisory Services, LLC | 2.47% | Add +0.6% | 155,290 | $30.2M |
| Massachusetts Financial Services Co. | 0.01% | Reduce -42.9% | 150,626 | $29.3M |
| Kestra Advisory Services, LLC | 0.14% | Reduce -11.8% | 150,301 | $29.2M |
| Wealthspire Advisors, LLC | 0.16% | Reduce -32.0% | 148,808 | $28.9M |
| Waterloo Capital, L.P. | 2.32% | Add +2.9% | 147,756 | $28.7M |
| Keybank National Association | 0.11% | Reduce -4.7% | 146,580 | $28.5M |
| Clearstead Advisors, LLC | 0.40% | Reduce -0.3% | 146,270 | $28.4M |
| Cambridge Investment Research Advisors, Inc. | 0.09% | Add +5.4% | 144,397 | $28.0M |
| Pacific Sage Partners, LLC | 5.56% | Add +2.0% | 144,126 | $28.0M |
| HSBC Holdings PLC | 0.02% | Add +1.3% | 143,577 | $27.9M |
| Jmac Enterprises LLC | 5.93% | Add +3.4% | 142,677 | $27.7M |
| RMR Wealth Builders | 2.43% | Add +1.1% | 137,894 | $26.8M |
| GTS Securities LLC | 1.18% | Add +1710.7% | 136,583 | $26.5M |
| Ryan Investment Management, Inc. | 16.95% | — | 136,562 | $26.5M |
| Objectivity Squared, LLC | 18.00% | Add +68.0% | 134,765 | $26.2M |
| Bank of Montreal | 0.01% | Add +9.4% | 134,600 | $26.1M |
| Savant Capital, LLC | 0.19% | Reduce -0.5% | 134,410 | $26.1M |
| AMG National Trust Bank | 0.68% | Reduce -0.3% | 133,535 | $25.9M |
| Proathlete Wealth Management LLC | 8.20% | Add +88.9% | 132,614 | $25.8M |
| AQR Capital Management | 0.02% | Add +2.4% | 131,393 | $25.5M |
| River Road Asset Management, LLC | 0.32% | New | 130,509 | $25.5M |
| Midwest Trust Co | 0.35% | — | 130,861 | $25.4M |
| Capital Advisors, Ltd. LLC | 3.03% | Reduce -1.4% | 126,597 | $24.6M |
| Ieq Capital, LLC | 0.15% | Reduce -16.7% | 125,357 | $24.3M |
| TruWealth Advisors, LLC | 1.33% | Add +3.9% | 124,092 | $24.1M |
| Envestnet Portfolio Solutions, Inc. | 0.09% | Reduce -20.1% | 121,332 | $23.6M |
| Neuberger Berman Group LLC | 0.02% | Add +24.1% | 121,050 | $23.5M |
| Ellenbecker Investment Group | 3.72% | Add +15.7% | 118,409 | $23.0M |
| Ascent Group, LLC | 0.89% | Reduce -7.3% | 117,930 | $22.9M |
| Stratos Investment Management, LLC | 1.03% | Reduce -3.7% | 116,297 | $22.6M |
| Corundum Group, Inc. | 9.98% | Add +0.8% | 116,215 | $22.6M |
| Sanctuary Advisors, LLC | 0.14% | Add +3.5% | 115,359 | $22.4M |
| LWM Advisors Inc. | 24.87% | Reduce -0.4% | 114,359 | $22.2M |
| PFW Advisors LLC | 6.82% | Reduce -3.3% | 114,125 | $22.2M |
| BTC Capital Management, Inc. | 1.80% | Add +6.0% | 113,855 | $22.1M |
| TD Private Client Wealth LLC | 0.54% | Add +3.3% | 112,827 | $21.9M |
| Fulton Bank, N.A. | 0.78% | Add +1.1% | 108,568 | $21.1M |
| NewEdge Advisors, LLC | 0.11% | Reduce -10.3% | 108,000 | $21.0M |
| Parkside Financial Bank & Trust | 2.26% | Reduce -1.4% | 107,795 | $20.9M |
| SG Americas Securities, LLC | 0.09% | Add +13.9% | 106,294 | $20.6M |
| Venture Visionary Partners LLC | 0.78% | Add +2.1% | 106,283 | $20.6M |
| Awm Capital, LLC | 2.14% | Reduce -0.8% | 104,888 | $20.4M |
| Sylvest Advisors, LLC | 11.70% | Add +0.7% | 104,559 | $20.3M |
| Arax Advisory Partners | 0.93% | Add +1791.4% | 97,425 | $20.1M |
| Fund Evaluation Group, LLC | 0.77% | Add +347.9% | 102,939 | $20.0M |
| Beirne Wealth Consulting Services, LLC | 6.39% | Reduce -42.7% | 101,497 | $19.7M |
| Woodard & Co. Asset Management Group Inc. | 3.58% | Reduce -0.3% | 100,242 | $19.5M |
| Westshore Wealth, LLC | 7.46% | Reduce -1.4% | 99,783 | $19.4M |
| Cambiar Investors LLC | 0.79% | Reduce -57.2% | 97,103 | $18.9M |
| United Capital Financial Advisors, LLC | 0.15% | Reduce -1.9% | 95,411 | $18.5M |
| Americana Partners, LLC | 0.64% | New | 95,343 | $18.5M |
| CW Advisors, LLC | 0.18% | Add +2.1% | 94,854 | $18.3M |
| VestGen Advisors, LLC | 0.72% | Reduce -1.8% | 92,354 | $17.9M |
| CM Wealth Advisors LLC | 5.26% | No change | 92,069 | $17.9M |
| Boston Partners | 0.02% | Reduce -51.1% | 90,750 | $17.6M |
| Integrated Investment Consultants, LLC | 3.43% | Add +8.0% | 95,050 | $17.5M |
| GHP Investment Advisors, Inc. | 0.77% | Reduce -0.6% | 89,758 | $17.4M |
| &partners | 0.13% | Add +20.4% | 88,728 | $17.2M |
| Stratos Wealth Advisors, LLC | 0.91% | Add +13.3% | 88,513 | $17.2M |
| Independent Family Office, LLC | 7.86% | Add +1.4% | 87,276 | $17.0M |
| Park Avenue Securities LLC | 0.16% | Add +18.7% | 86,939 | $16.9M |
| Avantax Advisory Services, Inc. | 0.09% | Add +2.0% | 86,809 | $16.9M |
| Zacks Investment Management | 0.14% | Add +32.5% | 86,478 | $16.8M |
| Oppenheimer Asset Management Inc. | 0.19% | Reduce -13.6% | 85,895 | $16.7M |
| Noble Family Wealth, LLC | 4.03% | Add +2.4% | 84,917 | $16.5M |
| Keel Point, LLC | 1.08% | Add +0.6% | 84,393 | $16.4M |
| Claro Advisors Inc. | 2.69% | Reduce -2.1% | 83,949 | $16.3M |
| Hirtle & Co., LLC | 0.68% | Reduce -0.2% | 82,474 | $16.0M |
| Montag A & Associates Inc. | 0.78% | Add +1.4% | 82,174 | $16.0M |
| Beacon Pointe Advisors, LLC | 0.16% | Reduce -4.1% | 80,810 | $15.7M |
| Voya Investment Management LLC | 0.02% | Reduce -0.6% | 80,170 | $15.6M |
| RTD Financial Advisors, Inc. | 1.98% | Reduce -8.5% | 79,798 | $15.5M |
| Bleakley Financial Group, LLC | 0.39% | Add +2.6% | 79,720 | $15.5M |
| Westwood Holdings Group Inc. | 0.11% | Reduce -6.5% | 78,882 | $15.3M |
| Meritage Portfolio Management | 0.97% | Add +204.2% | 78,691 | $15.3M |
| Willis Johnson & Associates, Inc. | 1.02% | Add +10.8% | 77,351 | $15.0M |
| Nestegg Advisors, Inc. | 14.31% | Add +0.6% | 76,527 | $14.9M |
| Ashton Thomas Private Wealth, LLC | 0.52% | Add +3.0% | 75,703 | $14.7M |
| Prism Advisors, Inc. | 4.18% | Add +10.4% | 75,524 | $14.7M |
| SlateStone Wealth, LLC | 1.35% | Add +9.4% | 74,257 | $14.4M |
| Callan Family Office, LLC | 0.45% | Reduce -11.6% | 73,767 | $14.3M |
| FDx Advisors, Inc. | 4.24% | Reduce -2.1% | 71,523 | $13.9M |
| Johnson Financial Group, Inc. | 0.62% | Add +34.7% | 70,926 | $13.8M |
| Glenmede Investment Management, LP | 0.07% | — | 70,286 | $13.7M |
| Newport Capital Group, LLC | 9.24% | Add +2.4% | 70,156 | $13.6M |
| Orion Porfolio Solutions, LLC | 0.12% | Reduce -12.7% | 69,830 | $13.6M |
| First Citizens Bank & Trust Co. | 0.24% | Reduce -0.1% | 69,353 | $13.5M |
| Breakwater Capital Group | 2.17% | Add +7.5% | 68,456 | $13.3M |
| Silvercrest Asset Management Group LLC | 0.09% | Add +2.8% | 67,422 | $13.1M |
| CHURCHILL MANAGEMENT Corp | 0.14% | Reduce -1.5% | 66,521 | $12.9M |
| Country Club Bank | 0.81% | Reduce -3.0% | 66,727 | $12.9M |
| Certuity, LLC | 1.21% | Add +0.6% | 66,132 | $12.8M |
| Sonata Capital Group Inc. | 5.11% | Add +1.5% | 65,852 | $12.8M |
| XML Financial, LLC | 1.11% | Add +0.8% | 65,580 | $12.7M |
| Cwm, LLC | 0.04% | Add +0.3% | 64,351 | $12.5M |
| West Bancorporation Inc. | 7.81% | Reduce -1.6% | 63,614 | $12.4M |
| Summit Wealth & Retirement Planning, Inc. | 3.19% | Reduce -0.5% | 61,226 | $11.9M |
| Insight 2811, Inc. | 5.59% | Add +2.1% | 60,803 | $11.8M |
| Genesis Private Wealth, LLC | 5.51% | Add +0.2% | 60,220 | $11.7M |
| M.D. Sass, LLC | 0.94% | Add +3.0% | 60,000 | $11.7M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.02% | No change | 60,000 | $11.7M |
| Summit Financial, LLC | 0.26% | Reduce -1.6% | 59,301 | $11.5M |
| Nuveen, LLC | 0.00% | Reduce -80.9% | 59,107 | $11.5M |
| Aptus Capital Advisors, LLC | 0.11% | Reduce -2.7% | 58,970 | $11.5M |
| Arkadios Wealth Advisors | 0.34% | Add +60.9% | 58,419 | $11.3M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.19% | Reduce -5.3% | 57,958 | $11.3M |
| Investment Partners, LTD. | 4.25% | Add +4.0% | 57,861 | $11.2M |
| SCS Capital Management LLC | 0.12% | Add +12.4% | 57,571 | $11.2M |
| Sagespring Wealth Partners, LLC | 0.24% | Reduce -2.2% | 57,413 | $11.2M |
| Integrated Wealth Concepts LLC | 0.11% | Add +18.7% | 57,347 | $11.1M |
| Avidian Wealth Enterprises, LLC | 0.45% | Reduce -0.5% | 56,972 | $11.1M |
| Bokf, NA | 0.18% | Reduce -0.1% | 56,862 | $11.0M |
| Oppenheimer & Co. Inc. | 0.15% | Reduce -0.1% | 56,709 | $11.0M |
| Haverford Trust Co | 0.10% | Reduce -0.4% | 56,498 | $11.0M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | New | 56,382 | $11.0M |
| FMA Wealth Management, LLC | 8.04% | Reduce -5.8% | 55,974 | $10.9M |
| Visionary Wealth Advisors | 0.55% | Reduce -0.4% | 55,451 | $10.8M |
| Chicago Partners Investment Group LLC | 0.31% | Add +0.0% | 53,650 | $10.7M |
| Kayne Anderson Rudnick Investment Management LLC | 0.03% | Add +32.1% | 54,607 | $10.6M |
| Goelzer Investment Management, Inc. | 0.57% | Add +0.4% | 53,268 | $10.3M |
| Jefferies Financial Group Inc. | 0.18% | Add +2.7% | 52,884 | $10.3M |
| Bessemer Group Inc. | 0.02% | Reduce -1.1% | 52,620 | $10.2M |
| Mather Group, Llc. | 0.11% | Reduce -2.4% | 51,645 | $10.0M |
| Gotham Asset Management | 0.06% | Add +52.2% | 51,629 | $10.0M |
| Morton Capital Management LLC | 1.78% | Add +10.1% | 51,610 | $10.0M |
| Newton One Investments LLC | 3.15% | Add +0.3% | 51,562 | $10.0M |
| Wealthcare Advisory Partners LLC | 0.23% | Add +107.2% | 51,488 | $10.0M |
| Naples Global Advisors, LLC | 0.85% | Add +3.6% | 51,141 | $9.9M |
| NewEdge Wealth, LLC | 0.15% | Reduce -1.9% | 48,770 | $9.5M |
| Arcadia Wealth Management, LLC | 4.12% | Add +5.3% | 48,512 | $9.4M |
| O'shaughnessy Asset Management, LLC | 0.06% | Reduce -46.3% | 48,387 | $9.4M |
| JFS Wealth Advisors, LLC | 0.59% | Add +4.2% | 48,025 | $9.3M |
| Allspring Global Investments Holdings, LLC | 0.02% | Reduce -1.1% | 46,887 | $9.2M |
| Tradition Wealth Management, LLC | 0.73% | Add +0.0% | 47,156 | $9.2M |
| Johnson Investment Counsel Inc. | 0.08% | Reduce -6.3% | 47,075 | $9.1M |
| Blue Trust, Inc. | 0.11% | Add +4.7% | 47,054 | $9.1M |
| Hancock Whitney Corp. | 0.17% | Add +4.7% | 46,368 | $9.0M |
| Fidelis Capital Partners, LLC | 0.82% | Add +2.6% | 46,105 | $9.0M |
| Diversified Trust Co. | 0.20% | Add +0.5% | 45,918 | $8.9M |
| Nwam LLC | 0.51% | Add +1.4% | 45,530 | $8.9M |
| Apella Capital, LLC | 0.24% | Reduce -20.8% | 44,658 | $8.7M |
| MetLife Investment Management, LLC | 0.05% | Reduce -35.0% | 44,500 | $8.6M |
| Oldfather Financial Services, LLC | 2.93% | Add +0.9% | 43,869 | $8.5M |
| Ritholtz Wealth Management | 0.19% | Add +195.2% | 43,772 | $8.5M |
| Allworth Financial LP | 0.04% | Add +4.4% | 43,736 | $8.5M |
| Valeo Financial Advisors, LLC | 0.21% | Add +73.6% | 76,361 | $8.5M |
| Oxford Financial Group, LTD. LLC | 0.50% | Add +5.9% | 43,422 | $8.4M |
| Quent Capital, LLC | 0.81% | Add +28.1% | 43,104 | $8.4M |
| Segment Wealth Management, LLC | 0.53% | Reduce -1.2% | 43,002 | $8.4M |
| Nottingham Advisors, Inc. | 1.24% | Reduce -6.9% | 42,972 | $8.3M |
| Susquehanna International Group, LLP | 0.01% | New | 42,835 | $8.3M |
| Rebalance, LLC | 0.56% | Add +0.4% | 42,734 | $8.3M |
| Wellspring Financial Advisors, LLC | 0.73% | Reduce -0.3% | 42,331 | $8.2M |
| Smith & Howard Wealth Management, LLC | 2.08% | Add +3.0% | 42,146 | $8.2M |
| Sierra Capital LLC | 0.94% | Reduce -1.2% | 41,982 | $8.2M |
| Quantinno Capital Management LP | 0.03% | Add +59.2% | 40,949 | $8.0M |
| Brown Brothers Harriman & Co. | 0.05% | Reduce -0.1% | 40,887 | $7.9M |
| Legal & General Group Plc | 0.00% | Add +6.9% | 40,755 | $7.9M |
| Thrivent Financial for Lutherans | 0.02% | Reduce -82.3% | 40,675 | $7.9M |
| Ausdal Financial Partners, Inc. | 0.53% | Reduce -0.8% | 40,643 | $7.9M |
| HBK Sorce Advisory LLC | 0.21% | Add +3.0% | 39,702 | $7.7M |
| Parallel Advisors, LLC | 0.15% | Add +1.1% | 39,530 | $7.7M |
| Astoria Strategic Wealth, Inc. | 2.06% | Add +6.4% | 39,162 | $7.6M |
| Webster Bank, N. A. | 0.79% | Add +0.5% | 39,117 | $7.6M |
| Advisory Services Network, LLC | 0.12% | Add +0.7% | 38,710 | $7.6M |
| Associated Banc-Corp | 0.21% | Reduce -2.4% | 38,902 | $7.6M |
| Arbor Investment Advisors, LLC | 0.97% | Reduce -1.4% | 38,854 | $7.5M |
| Mullaney, Keating & Wright, Inc. | 4.89% | Add +0.2% | 38,480 | $7.5M |
| Sunburst Financial Group, LLC | 1.67% | No change | 38,451 | $7.5M |
| Citizens Financial Group Inc. | 0.12% | Reduce -2.6% | 38,394 | $7.5M |
| OneDigital Investment Advisors LLC | 0.08% | Add +6.3% | 38,057 | $7.4M |
| Ballast, Inc. | 1.93% | Add +5.3% | 37,974 | $7.4M |
| NorthRock Partners, LLC | 0.19% | Add +14.1% | 37,777 | $7.3M |
| Dimension Capital Management LLC | 1.13% | Add +2.6% | 37,023 | $7.2M |
| Arete Wealth Advisors, LLC | 0.51% | Add +15.6% | 36,986 | $7.2M |
| J.W. Cole Advisors, Inc. | 0.15% | Add +2.3% | 36,936 | $7.2M |
| CFM Wealth Partners LLC | 1.14% | Add +2.8% | 36,760 | $7.1M |
| Foster & Motley Inc. | 0.41% | Add +36.2% | 36,746 | $7.1M |
| Finley Financial, LLC | 3.55% | Add +0.9% | 36,331 | $7.1M |
| Aspiriant, LLC | 0.22% | Add +6.0% | 35,820 | $7.0M |
| Aristotle Capital Management, LLC | 0.01% | Reduce -24.6% | 35,723 | $6.9M |
| Signaturefd, LLC | 0.12% | Reduce -3.2% | 35,675 | $6.9M |
| TCW Group Inc. | 0.05% | New | 35,668 | $6.9M |
| Caisse de depot et placement du Quebec | 0.01% | Reduce -50.6% | 34,599 | $6.7M |
| Sepio Capital, LP | 0.47% | Add +0.8% | 33,908 | $6.6M |
| Brighton Jones LLC | 0.18% | Add +5.7% | 33,810 | $6.6M |
| Retirement Income Solutions, Inc. | 1.20% | Reduce -5.9% | 33,789 | $6.6M |
| American Institute for Advanced Investment Management, LLP | 4.63% | Add +1.2% | 33,693 | $6.5M |
| ARK & TLK Investments, LLC | 2.09% | Reduce -2.3% | 33,540 | $6.5M |
| Raub Brock Capital Management LP | 1.42% | Add +4.2% | 33,459 | $6.5M |
| Vanguard Group Inc. | 0.00% | Add +3.1% | 33,374 | $6.5M |
| Johns Hopkins University | 0.34% | Reduce -96.1% | 33,316 | $6.5M |
| Simplicity Wealth,LLC | 0.27% | Add +70.0% | 33,079 | $6.4M |
| Deutsche Bank AG | 0.00% | Reduce -0.2% | 33,017 | $6.4M |
| Stratos Wealth Partners, LTD. | 0.09% | Add +10.1% | 32,805 | $6.4M |
| Dynamic Advisor Solutions LLC | 0.20% | Reduce -75.4% | 32,772 | $6.4M |
| Eastern Bank | 0.12% | Reduce -1.3% | 32,558 | $6.3M |
| Sei Investments Co. | 0.01% | Reduce -4.4% | 32,275 | $6.3M |
| Baker Avenue Asset Management, LP | 0.18% | Reduce -4.9% | 32,260 | $6.3M |
| Auour Investments LLC | 2.15% | Add +0.4% | 32,134 | $6.2M |
| Sowell Financial Services LLC | 0.25% | Add +1.4% | 32,057 | $6.2M |
| Linscomb Wealth, Inc. | 0.28% | Reduce -5.1% | 31,857 | $6.2M |
| Prospera Financial Services Inc | 0.12% | Reduce -82.2% | 31,797 | $6.2M |
| Widmann Financial Services, Inc. | 4.29% | Add +3.5% | 31,683 | $6.2M |
| Crescent Grove Advisors, LLC | 0.59% | Reduce -5.0% | 31,487 | $6.1M |
| Loomis Sayles & Co. L P | 0.01% | Reduce -5.2% | 31,469 | $6.1M |
| Whittier Trust Co. | 0.07% | Reduce -0.3% | 31,440 | $6.1M |
| American State Bank (Iowa) | 3.37% | Reduce -14.9% | 31,324 | $6.1M |
| Quadrant Capital Group LLC | 0.22% | Reduce -0.3% | 31,293 | $6.1M |
| Harbour Capital Advisors, LLC | 1.28% | Reduce -2.4% | 30,835 | $6.1M |
| Snowden Capital Advisors LLC | 0.18% | Add +1.4% | 31,161 | $6.1M |
| Fifth Third Wealth Advisors LLC | 0.25% | Add +27.6% | 30,473 | $5.9M |
| Wilmington Savings Fund Society, FSB | 0.11% | Reduce -9.6% | 30,434 | $5.9M |
| Rhumbline Advisers | 0.01% | Reduce -25.4% | 30,050 | $5.8M |
| Gladstone Institutional Advisory LLC | 0.24% | Add +0.3% | 29,976 | $5.8M |
| Red Tortoise LLC | 2.83% | Add +0.4% | 29,796 | $5.8M |
| Ullmann Wealth Partners Group, LLC | 0.68% | Reduce -1.8% | 29,735 | $5.8M |
| Ballentine Partners, LLC | 0.09% | Reduce -6.0% | 29,731 | $5.8M |
| Hardy Reed LLC | 0.46% | No change | 29,678 | $5.8M |
| Composition Wealth, LLC | 0.10% | Add +139.8% | 29,555 | $5.7M |
| Disciplined Investments, LLC | 2.42% | Add +2.0% | 29,476 | $5.7M |
| Towerpoint Wealth, LLC | 2.50% | Add +3.7% | 29,017 | $5.6M |
| Brightwater Advisory LLC | 4.04% | Reduce -0.7% | 28,944 | $5.6M |
| Confluence Wealth Services, Inc. | 0.31% | Add +3.8% | 28,928 | $5.6M |
| Brand Asset Management Group, Inc. | 2.10% | Reduce -0.6% | 28,923 | $5.6M |
| Community Bank, N.A. | 0.73% | Reduce -1.1% | 28,591 | $5.6M |
| Principal Financial Group Inc. | 0.00% | Reduce -9.3% | 28,325 | $5.5M |
| Rothschild Investment LLC | 0.34% | Reduce -3.2% | 28,289 | $5.5M |
| Whittier Trust Co. of Nevada Inc. | 0.12% | Reduce -3.0% | 28,170 | $5.5M |
| Centennial Bank | 2.27% | Reduce -12.4% | 27,892 | $5.4M |
| Millennium Management | 0.01% | New | 27,641 | $5.4M |
| Forte Asset Management LLC | 2.73% | Add +8.3% | 27,574 | $5.4M |
| Hanson & Doremus Investment Management | 0.71% | Add +0.1% | 27,447 | $5.3M |
| Aureus Asset Management, LLC | 0.34% | No change | 27,263 | $5.3M |
| Mill Creek Capital Advisors, LLC | 0.12% | No change | 27,189 | $5.3M |
| Mackenzie Financial Corp. | 0.01% | Reduce -2.9% | 26,809 | $5.2M |
| Potentia Wealth | 2.95% | Reduce -2.5% | 26,679 | $5.2M |
| Stegner Investment Associates Inc. | 3.16% | Reduce -0.0% | 26,570 | $5.2M |
| Prime Capital Investment Advisors, LLC | 0.07% | Reduce -65.7% | 26,491 | $5.1M |
| SOL Capital Management CO | 0.50% | Add +0.9% | 26,394 | $5.1M |
| Old National Bancorp | 0.09% | Add +10.7% | 26,337 | $5.1M |
| Pinnacle Wealth Planning Services, Inc. | 0.67% | Add +0.3% | 26,254 | $5.1M |
| Rehmann Capital Advisory Group | 0.31% | Add +16.9% | 26,248 | $5.1M |
| Great Valley Advisor Group, Inc. | 0.11% | Add +1.5% | 25,999 | $5.0M |
| Signet Financial Management, LLC | 0.63% | Reduce -2.0% | 25,965 | $5.0M |
| Heck Capital Advisors, LLC | 0.43% | Add +106.9% | 25,957 | $5.0M |
| AlTi Global, Inc. | 0.13% | Add +0.1% | 25,949 | $5.0M |
| Renaissance Technologies | 0.01% | New | 25,800 | $5.0M |
| Hillcrest Wealth Advisors - NY, LLC | 2.35% | Reduce -1.1% | 25,718 | $5.0M |
| IHT Wealth Management, LLC | 0.14% | Reduce -5.9% | 25,573 | $5.0M |
| Fiduciary Wealth Partners, LLC | 4.67% | New | 25,546 | $5.0M |
| Dorsey & Whitney Trust CO LLC | 0.26% | No change | 25,437 | $4.9M |
| JMG Financial Group, Ltd. | 0.15% | Add +0.2% | 25,416 | $4.9M |
| Alta Wealth Advisors LLC | 2.31% | Add +0.5% | 25,157 | $4.9M |
| Applied Finance Capital Management, LLC | 0.33% | Add +14.9% | 25,059 | $4.9M |
| Provenance Wealth Advisors, LLC | 0.69% | Add +60.7% | 24,884 | $4.8M |
| Pointe Capital Management LLC | 2.50% | Add +9.9% | 24,802 | $4.8M |
| Stock Yards Bank & Trust Co. | 0.16% | Reduce -8.8% | 24,784 | $4.8M |
| Global Retirement Partners, LLC | 0.12% | — | 24,698 | $4.8M |
| Broadview Financial Management, LLC | 3.26% | Reduce -2.7% | 24,671 | $4.8M |
| New England Private Wealth Advisors LLC | 0.70% | Add +7.5% | 24,260 | $4.8M |
| Diversified Portfolios, Inc. | 0.46% | Add +0.5% | 24,606 | $4.8M |
| UMB Bank, n.a. | 0.07% | Reduce -1.5% | 24,600 | $4.8M |
| Saxon Interests, Inc. | 2.23% | No change | 25,322 | $4.8M |
| Valmark Advisers, Inc. | 0.07% | Add +1.2% | 24,067 | $4.7M |
| First Merchants Corp. | 0.18% | Add +3.1% | 23,935 | $4.6M |
| Pinebridge Investments, L.P. | 0.04% | Reduce -21.1% | 23,831 | $4.6M |
| Total Wealth Planning, LLC | 0.58% | Add +1356.3% | 23,810 | $4.6M |
| Tanglewood Legacy Advisors, LLC | 1.89% | Reduce -18.6% | 23,702 | $4.6M |
| Anchor Capital Advisors LLC | 0.14% | Add +33.4% | 23,679 | $4.6M |
| Riverview Capital Advisers, LLC | 1.32% | Reduce -0.8% | 23,660 | $4.6M |
| Cornerstone Advisory, LLC | 0.49% | Reduce -2.3% | 23,629 | $4.6M |
| Columbus Macro, LLC | 0.56% | Reduce -4.5% | 23,557 | $4.6M |
| Tolleson Wealth Management, Inc. | 0.78% | Reduce -0.3% | 23,531 | $4.6M |
| Mutual Advisors, LLC | 0.11% | Reduce -2.1% | 22,875 | $4.6M |
| Golden State Wealth Management, LLC | 0.55% | Reduce -9.1% | 23,364 | $4.5M |
| One Capital Management, LLC | 0.16% | Reduce -2.0% | 23,305 | $4.5M |
| Atlantic Union Bankshares Corp | 0.10% | Add +612.8% | 23,036 | $4.5M |
| Clarius Group, LLC | 0.26% | No change | 22,806 | $4.4M |
| TPG Financial Advisors, LLC | 1.77% | Reduce -7.7% | 22,800 | $4.4M |
| Sequoia Financial Advisors, LLC | 0.03% | Reduce -4.8% | 22,763 | $4.4M |
| Monetary Management Group Inc. | 1.09% | Reduce -0.4% | 22,699 | $4.4M |
| Highland Capital Management, LLC | 0.24% | Reduce -0.7% | 22,649 | $4.4M |
| Asset Management Group, Inc. | 0.75% | Add +0.4% | 22,270 | $4.3M |
| Ferguson Wellman Capital Management, Inc. | 0.08% | Reduce -6.2% | 22,061 | $4.3M |
| Flagstar Securities, Inc. | 1.18% | Reduce -18.7% | 22,018 | $4.3M |
| DT Investment Partners, LLC | 0.38% | Reduce -66.5% | 22,016 | $4.3M |
| FC Advisory LLC | 1.32% | Reduce -0.2% | 21,989 | $4.3M |
| W Advisors, LLC | 2.44% | Add +72.4% | 21,904 | $4.3M |
| Perigon Wealth Management, LLC | 0.10% | Add +17.0% | 21,820 | $4.2M |
| Concurrent Investment Advisors, LLC | 0.08% | Add +64.9% | 21,768 | $4.2M |
| Magnus Financial Group LLC | 0.37% | Add +9.9% | 21,720 | $4.2M |
| Consolidated Portfolio Review Corp | 0.58% | Add +2.9% | 21,607 | $4.2M |
| Spire Wealth Management | 0.15% | Reduce -3.8% | 21,390 | $4.2M |
| Next Capital Management LLC | 1.53% | Add +3.5% | 21,295 | $4.1M |
| Smith, Moore & Co. | 0.34% | Add +7.1% | 21,103 | $4.1M |
| Walleye Trading LLC | 0.10% | Add +32.1% | 20,967 | $4.1M |
| Equitable Trust Co. | 0.20% | No change | 20,779 | $4.0M |
| Stage Harbor Financial, LLC | 3.27% | Add +2.1% | 20,704 | $4.0M |
| Glenview Trust Co | 0.07% | Add +27.5% | 20,671 | $4.0M |
| Holistic Financial Partners | 1.75% | Reduce -0.9% | 20,537 | $4.0M |
| Stillwater Capital Advisors, LLC | 0.51% | Reduce -0.2% | 20,475 | $4.0M |
| Watts Gwilliam & Co., LLC | 0.65% | Reduce -1.6% | 19,579 | $4.0M |
| Tandem Financial, LLC | 3.73% | Reduce -45.5% | 20,453 | $4.0M |
| Berkshire Asset Management LLC | 0.18% | Reduce -64.2% | 20,050 | $3.9M |
| McKinley Carter Wealth Services, Inc. | 0.22% | Reduce -2.5% | 20,048 | $3.9M |
| Fiduciary Financial Group, LLC | 0.70% | Reduce -2.3% | 19,770 | $3.9M |
| D.A. Davidson & Co. | 0.03% | Reduce -8.0% | 19,945 | $3.9M |
| Summit Wealth Group LLC / Co. | 0.97% | — | 19,905 | $3.9M |
| Qube Research & Technologies Ltd | 0.01% | New | 19,806 | $3.8M |
| 1900 Wealth Management LLC | 0.29% | Reduce -0.1% | 19,753 | $3.8M |
| Wealthspan Partners, LLC | 1.59% | Reduce -3.8% | 19,744 | $3.8M |
| Serenus Wealth Advisors, LLC | 0.65% | No change | 19,737 | $3.8M |
| Raffa Wealth Management, LLC | 0.77% | No change | 19,695 | $3.8M |
| Acropolis Investment Management, LLC | 0.21% | Reduce -0.4% | 19,692 | $3.8M |
| Argyle Capital Partners, LLC | 3.15% | Add +4.9% | 19,683 | $3.8M |
| Atria Wealth Solutions, Inc. | 0.09% | Reduce -80.5% | 19,651 | $3.8M |
| Resurgent Financial Advisors LLC | 2.10% | Reduce -6.8% | 19,642 | $3.8M |
| Harbor Investment Advisory, LLC | 0.34% | Add +0.2% | 19,586 | $3.8M |
| Focus Partners Advisor Solutions, LLC | 0.05% | Reduce -19.4% | 19,543 | $3.8M |
| 2UniFi Bank | 2.15% | Add +16.3% | 19,463 | $3.8M |
| Summit Investment Advisors, Inc. | 3.11% | Add +1.4% | 19,549 | $3.8M |
| Foundation Wealth Management, LLC\PA | 1.60% | Add +0.8% | 19,092 | $3.7M |
| Dixon Fnancial Services, Inc. | 1.86% | No change | 18,930 | $3.7M |
| Winthrop Advisory Group LLC | 0.35% | Add +7.0% | 18,835 | $3.7M |
| TRUE Private Wealth Advisors | 0.41% | Reduce -86.9% | 18,821 | $3.7M |
| Carret Asset Management, LLC | 0.39% | Reduce -0.8% | 18,794 | $3.7M |
| Sage Financial Group Inc. | 0.27% | Reduce -20.0% | 18,648 | $3.6M |
| DRW Securities, LLC | 0.25% | No change | 18,556 | $3.6M |
| St. Louis Trust Co | 0.48% | No change | 18,368 | $3.6M |
| Opes Wealth Management LLC | 0.63% | Add +12.6% | 18,364 | $3.6M |
| Busey Bank | 0.11% | Reduce -1.8% | 18,288 | $3.6M |
| Lanark Financial, Inc. | 0.29% | Add +0.5% | 18,178 | $3.5M |
| Kingsview Wealth Management, LLC | 0.06% | Reduce -3.1% | 17,939 | $3.5M |
| Aaron Wealth Advisors LLC | 0.36% | No change | 17,929 | $3.5M |
| Premier Path Wealth Partners, LLC | 0.48% | Reduce -11.7% | 17,884 | $3.5M |
| Goodman Financial Corp | 0.69% | No change | 17,805 | $3.5M |
| Quantum Portfolio Management LLC | 1.65% | Reduce -7.1% | 17,797 | $3.5M |
| Essex Financial Services, Inc. | 0.23% | Add +3.0% | 17,776 | $3.5M |
| IFP Advisors, Inc | 0.10% | Add +16.3% | 17,682 | $3.4M |
| BG Investment Services, LLC | 4.29% | Reduce -31.9% | 17,410 | $3.4M |
| Caliber Wealth Management, LLC / KS | 0.36% | Add +2.1% | 17,425 | $3.4M |
| Merit Financial Group, LLC | 0.04% | Reduce -13.8% | 17,342 | $3.4M |
| Cary Street Partners Financial LLC | 0.09% | Add +4.3% | 17,279 | $3.4M |
| Mainstream Capital Management LLC | 2.44% | Reduce -1.7% | 17,251 | $3.4M |
| Tobias Financial Advisors, Inc. | 0.57% | Add +40.7% | 17,140 | $3.3M |
| Icon Wealth Advisors, LLC | 0.24% | Add +0.1% | 17,052 | $3.3M |
| Arvest Investments, Inc. | 0.50% | Add +7.9% | 17,035 | $3.3M |
| Aprio Wealth Management, LLC | 0.37% | Add +0.0% | 16,920 | $3.3M |
| Affinity Capital Advisors, LLC | 0.56% | Reduce -0.6% | 16,769 | $3.3M |
| Destiny Wealth Partners, LLC | 0.44% | New | 16,767 | $3.3M |
| Azimuth Capital Investment Management LLC | 0.12% | Reduce -27.4% | 16,413 | $3.2M |
| Quadcap Wealth Management, LLC | 0.41% | Reduce -0.3% | 16,405 | $3.2M |
| Thompson Siegel & Walmsley LLC | 0.05% | Add +4.7% | 16,382 | $3.2M |
| Donald Smith & Co., Inc. | 0.07% | No change | 16,300 | $3.2M |
| Avior Wealth Management, LLC | 0.11% | Reduce -0.9% | 16,203 | $3.1M |
| Dana Investment Advisors, Inc. | 0.10% | Add +146.2% | 16,146 | $3.1M |
| Argent Trust Co | 0.12% | Add +4.0% | 16,066 | $3.1M |
| Twin Focus Capital Partners, LLC | 0.43% | No change | 15,943 | $3.1M |
| Ancora Advisors LLC | 0.06% | Reduce -0.2% | 15,929 | $3.1M |
| SOA Wealth Advisors, LLC. | 0.56% | Reduce -3.5% | 15,868 | $3.1M |
| Atalanta Sosnoff Capital, LLC | 0.06% | Reduce -11.6% | 15,787 | $3.1M |
| Grove Bank & Trust | 0.38% | Reduce -1.6% | 15,741 | $3.1M |
| Procyon Advisors, LLC | 0.29% | Add +4.7% | 15,727 | $3.1M |
| Colorado Capital Management, Inc. | 1.30% | No change | 15,629 | $3.0M |
| Game Plan Financial Advisors, LLC | 1.33% | No change | 15,630 | $3.0M |
| Becker Capital Management Inc. | 0.09% | Reduce -14.0% | 15,593 | $3.0M |
| Topel & Distasi Wealth Management, LLC | 1.58% | Reduce -2.7% | 15,555 | $3.0M |
| Western Wealth Management, LLC | 0.18% | Reduce -1.4% | 15,538 | $3.0M |
| NTV Asset Management LLC | 0.35% | No change | 15,285 | $3.0M |
| Ameritas Advisory Services, LLC | 0.15% | Reduce -56.3% | 15,210 | $3.0M |
| Allen Investment Management, LLC | 0.03% | No change | 15,188 | $2.9M |
| GAMMA Investing LLC | 0.19% | Add +10.2% | 15,145 | $2.9M |
| New Age Alpha Advisors, LLC | 0.13% | Add +9.7% | 15,104 | $2.9M |
| EPG Wealth Management LLC | 0.88% | Reduce -20.1% | 15,059 | $2.9M |
| Rinkey Investments | 0.87% | Reduce -4.5% | 14,973 | $2.9M |
| Oarsman Capital, Inc. | 0.45% | Add +2.1% | 14,888 | $2.9M |
| Castle Wealth Management LLC | 1.05% | Reduce -0.3% | 14,830 | $2.9M |
| Lion Street Advisors, LLC | 0.87% | Add +0.0% | 14,716 | $2.9M |
| Assetmark, Inc. | 0.01% | Reduce -94.5% | 14,684 | $2.9M |
| Pure Financial Advisors, LLC | 0.05% | Add +76.5% | 14,680 | $2.9M |
| Pathway Financial Advisors LLC | 0.42% | Reduce -0.1% | 14,660 | $2.8M |
| Boston Trust Walden Corp | 0.02% | No change | 14,638 | $2.8M |
| Evermay Wealth Management LLC | 0.35% | Reduce -6.4% | 14,587 | $2.8M |
| Flputnam Investment Management Co. | 0.05% | Add +31.4% | 14,557 | $2.8M |
| Great Lakes Advisors, LLC | 0.02% | Reduce -5.9% | 14,554 | $2.8M |
| Accredited Investors Inc. | 0.17% | Reduce -2.0% | 14,547 | $2.8M |
| Clientfirst Wealth Management, LLC | 2.87% | No change | 14,479 | $2.8M |
| Ascent Wealth Partners, LLC | 0.35% | Add +1.6% | 14,466 | $2.8M |
| Ironsides Asset Advisors, LLC | 0.81% | No change | 14,434 | $2.8M |
| Two Sigma Securities, LLC | 0.35% | New | 14,431 | $2.8M |
| Atria Investments, Inc | 0.03% | Reduce -29.2% | 14,419 | $2.8M |
| Summit Trail Advisors, LLC | 0.05% | New | 14,396 | $2.8M |
| Cornerstone Wealth Advisors, Inc. | 0.72% | Reduce -6.4% | 14,376 | $2.8M |
| Evanson Asset Management, LLC | 0.17% | Reduce -0.0% | 14,328 | $2.8M |
| Flywheel Private Wealth LLC | 2.23% | Reduce -3.5% | 14,315 | $2.8M |
| Bryn Mawr Trust Advisors, LLC | 0.15% | Add +5.7% | 14,315 | $2.8M |
| STAR Financial Bank | 1.76% | Add +14.3% | 14,284 | $2.8M |
| Verdence Capital Advisors LLC | 0.19% | Reduce -4.5% | 14,244 | $2.8M |
| Autumn Glory Partners, LLC | 1.29% | Reduce -0.2% | 14,228 | $2.8M |
| Courier Capital LLC | 0.16% | Reduce -0.2% | 13,979 | $2.7M |
| Schaper Benz & Wise Investment Counsel Inc. | 0.21% | No change | 13,976 | $2.7M |
| Rwa Wealth Partners, LLC | 0.03% | Reduce -81.7% | 13,926 | $2.7M |
| Sig Brokerage, LP | 0.74% | New | 13,889 | $2.7M |
| J2 Capital Management Inc | 2.14% | New | 13,825 | $2.7M |
| Apollon Wealth Management, LLC | 0.05% | Add +0.8% | 13,685 | $2.7M |
| Beam Wealth Advisors, Inc. | 0.79% | New | 13,625 | $2.6M |
| American Trust | 0.25% | Reduce -51.6% | 13,588 | $2.6M |
| Mosaic Family Wealth Partners, LLC | 0.34% | Reduce -3.8% | 13,582 | $2.6M |
| Joel Isaacson & Co., LLC | 0.11% | Add +0.3% | 13,542 | $2.6M |
| Diamond Hill Capital Management, LLC (Investment Advisor) | 0.01% | Reduce -12.4% | 13,532 | $2.6M |
| Kanawha Capital Management LLC | 0.19% | Reduce -4.5% | 13,498 | $2.6M |
| Gilliland Jeter Wealth Management LLC | 0.85% | Add +1.3% | 13,432 | $2.6M |
| Summa Corp. | 1.35% | New | 13,379 | $2.6M |
| Vise Technologies, Inc. | 0.11% | — | 13,379 | $2.6M |
| Ironwood Investment Counsel, LLC | 0.40% | No change | 13,353 | $2.6M |
| Precedent Wealth Partners, LLC | 0.63% | No change | 13,204 | $2.6M |
| Cahaba Wealth Management, Inc. | 0.20% | Reduce -0.1% | 13,120 | $2.5M |
| Central Valley Advisors, LLC | 0.86% | Reduce -50.6% | 12,972 | $2.5M |
| GFS Advisors, LLC | 0.34% | Reduce -6.9% | 12,909 | $2.5M |
| Focus Financial Network, Inc. | 0.10% | Add +9.2% | 12,844 | $2.5M |
| Axxcess Wealth Management, LLC | 0.06% | Add +11.5% | 12,822 | $2.5M |
| Grant Street Asset Management, Inc. | 0.56% | Reduce -10.5% | 12,804 | $2.5M |
| Founders Financial Alliance, LLC | 0.56% | Reduce -5.6% | 12,758 | $2.5M |
| WCG Wealth Advisors LLC | 0.16% | Reduce -4.0% | 12,689 | $2.5M |
| Dentgroup LLC | 1.70% | Add +20.2% | 12,622 | $2.5M |
| BigSur Wealth Management LLC | 0.62% | No change | 12,601 | $2.4M |
| Fortress Financial Group, LLC | 2.07% | Reduce -4.5% | 12,553 | $2.4M |
| Forum Financial Management, LP | 0.04% | Reduce -11.2% | 12,375 | $2.4M |
| Nicolet Bankshares Inc. | 0.41% | Reduce -0.9% | 12,215 | $2.4M |
| Osborne Partners Capital Management, LLC | 0.13% | Reduce -1.0% | 12,215 | $2.4M |
| Allegheny Financial Group | 0.53% | Reduce -3.6% | 12,199 | $2.4M |
| JFG Wealth Management, LLC | 0.49% | Add +78.8% | 12,165 | $2.4M |
| Dynamic Financial Group | 2.28% | Reduce -0.1% | 12,157 | $2.4M |
| Atlas Brown,Inc. | 0.76% | Reduce -1.2% | 12,150 | $2.4M |
| GAMCO Investors | 0.02% | No change | 12,000 | $2.3M |
| Evercore Wealth Management, LLC | 0.04% | Reduce -2.0% | 11,983 | $2.3M |
| Foster Dykema Cabot & Partners, LLC | 0.16% | Reduce -2.3% | 11,875 | $2.3M |
| SouthState Bank Corp | 0.10% | Reduce -12.1% | 11,824 | $2.3M |
| Baron Financial Group, LLC | 1.34% | Reduce -1.1% | 11,779 | $2.3M |
| Fiduciary Family Office, LLC | 0.75% | New | 11,774 | $2.3M |
| Zions Bancorporation, National Association | 0.12% | Reduce -1.7% | 11,762 | $2.3M |
| Clarion Wealth Managment Partners, LLC | 2.45% | — | 11,517 | $2.2M |
| Farther Finance Advisors, LLC | 0.04% | Add +16.0% | 11,389 | $2.2M |
| Intrepid Financial Planning Group LLC | 0.92% | Reduce -0.1% | 11,324 | $2.2M |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.06% | Add +0.4% | 11,270 | $2.2M |
| Canandaigua National Bank & Trust Co. | 0.20% | Reduce -1.9% | 11,233 | $2.2M |
| Northeast Financial Consultants Inc | 0.09% | No change | 11,205 | $2.2M |
| SilverOak Wealth Management LLC | 0.41% | No change | 11,184 | $2.2M |
| Wealth Dimensions Group, Ltd. | 0.48% | Reduce -1.5% | 11,177 | $2.2M |
| Gries Financial LLC | 0.39% | Add +0.6% | 11,108 | $2.2M |
| CGN Advisors LLC | 0.19% | Add +2.7% | 11,047 | $2.1M |
| Peapack Gladstone Financial Corp. | 0.03% | Reduce -4.4% | 10,925 | $2.1M |
| FAS Wealth Partners, Inc. | 0.16% | Add +2.6% | 10,922 | $2.1M |
| Brookstone Capital Management | 0.03% | Add +9.4% | 10,920 | $2.1M |
| Manchester Capital Management LLC | 0.28% | Reduce -64.4% | 10,885 | $2.1M |
| Burke & Herbert Bank & Trust Co. | 0.47% | No change | 10,860 | $2.1M |
| Verus Financial Partners, Inc. | 0.21% | Add +0.0% | 10,734 | $2.1M |
| AE Wealth Management LLC | 0.02% | Add +7.1% | 10,843 | $2.1M |
| Eldridge Investment Advisors, Inc. | 0.44% | No change | 10,793 | $2.1M |
| Money Concepts Capital Corp. | 0.14% | Reduce -4.0% | 10,792 | $2.1M |
| HMS Capital Management, LLC | 0.94% | Reduce -53.7% | 10,773 | $2.1M |
| Monograph Wealth Advisors, LLC | 0.25% | No change | 10,618 | $2.1M |
| Vista Capital Partners, Inc. | 0.23% | Add +39.4% | 10,604 | $2.1M |
| CJM Wealth Advisers, Ltd. | 0.69% | No change | 10,597 | $2.1M |
| Bond & Devick Financial Network, Inc. | 0.68% | No change | 10,592 | $2.1M |
| Almanack Investment Partners, LLC. | 0.32% | Add +51.8% | 10,498 | $2.0M |
| ICONIQ Capital, LLC | 0.03% | No change | 10,489 | $2.0M |
| Avantax Planning Partners, Inc. | 0.06% | No change | 10,410 | $2.0M |
| Custos Family Office, LLC | 0.64% | Reduce -6.5% | 10,399 | $2.0M |
| InvesTrust | 0.77% | Add +0.6% | 10,331 | $2.0M |
| WestHill Financial Advisors, Inc. | 0.43% | Reduce -0.8% | 10,326 | $2.0M |
| BBR Partners, LLC | 0.12% | Add +2.2% | 10,276 | $2.0M |
| Affiance Financial, LLC | 0.40% | Add +1.5% | 10,247 | $2.0M |
| jvl associates llc | 0.71% | No change | 10,211 | $2.0M |
| Private Trust Co. NA | 0.19% | Reduce -17.3% | 10,198 | $2.0M |
| Phillips Financial Management, LLC | 0.14% | Reduce -3.3% | 10,165 | $2.0M |
| U.S. Capital Wealth Advisors, LLC | 0.06% | Add +0.6% | 10,150 | $2.0M |
| Insight Inv LLC | 1.32% | No change | 10,117 | $2.0M |
| Steph & Co. | 0.64% | Add +5.8% | 10,116 | $2.0M |
| Personal Cfo Solutions, LLC | 0.36% | Add +112.1% | 10,087 | $2.0M |
| Walled Lake Planning & Wealth Management, LLC | 0.64% | Reduce -1.6% | 10,058 | $2.0M |
| Florida Trust Wealth Management Co | 0.06% | Add +15.7% | 10,033 | $1.9M |
| Mattern Capital Management, LLC | 0.23% | Add +12.9% | 10,013 | $1.9M |
| Lee Danner & Bass Inc. | 0.15% | Reduce -0.5% | 9,999 | $1.9M |
| Sapient Capital LLC | 0.03% | Reduce -7.2% | 9,959 | $1.9M |
| First Western Trust Bank | 0.09% | Reduce -6.5% | 9,953 | $1.9M |
| Pinnacle Associates Ltd. | 0.03% | Reduce -1.7% | 9,859 | $1.9M |
| Cyndeo Wealth Partners, LLC | 0.11% | Add +3.5% | 9,770 | $1.9M |
| Element Pointe Advisors, LLC | 0.46% | No change | 9,766 | $1.9M |
| Summit Financial Strategies, Inc. | 0.17% | Add +0.2% | 9,669 | $1.9M |
| Wedbush Securities Inc. | 0.07% | Reduce -1.5% | 9,599 | $1.9M |
| Centerpoint Advisory Group | 1.61% | Reduce -13.1% | 9,537 | $1.9M |
| Quotient Wealth Partners, LLC | 0.05% | Reduce -0.4% | 9,522 | $1.8M |
| Townsquare Capital LLC | 0.18% | Reduce -34.2% | 9,458 | $1.8M |
| Sax Wealth Advisors, LLC | 0.11% | Add +3.0% | 9,447 | $1.8M |
| Glass Jacobson Investment Advisors llc | 0.70% | Reduce -5.0% | 9,317 | $1.8M |
| Benedict Financial Advisors Inc. | 0.41% | Reduce -0.5% | 9,294 | $1.8M |
| Geneos Wealth Management Inc. | 0.04% | Add +53.3% | 9,229 | $1.8M |
| Marshall Financial Group Inc. | 0.54% | Add +0.2% | 9,226 | $1.8M |
| IFC Advisors LLC | 0.33% | No change | 9,005 | $1.7M |
| Tactive Advisors, LLC | 0.56% | — | 8,970 | $1.7M |
| Maryland Capital Advisors Inc. | 0.68% | No change | 8,964 | $1.7M |
| Bartlett & Co. Wealth Management LLC | 0.02% | Reduce -3.9% | 8,950 | $1.7M |
| Prosperity Planning, Inc. | 0.70% | Reduce -0.5% | 8,914 | $1.7M |
| Next Level Private LLC | 0.56% | Add +0.1% | 8,880 | $1.7M |
| Northeast Investment Management | 0.07% | No change | 8,850 | $1.7M |
| Parkside Advisors LLC | 0.38% | No change | 8,845 | $1.7M |
| Myecfo, LLC | 0.84% | Reduce -3.4% | 8,838 | $1.7M |
| Fiduciary Trust Co | 0.02% | Add +0.2% | 8,776 | $1.7M |
| Twin Peaks Wealth Advisors, LLC | 0.55% | Add +8.0% | 8,630 | $1.7M |
| Mycio Wealth Partners, LLC | 0.39% | No change | 8,715 | $1.7M |
| Intrust Bank NA | 0.15% | Add +2.5% | 8,675 | $1.7M |
| Breed's Hill Capital LLC | 0.80% | No change | 8,603 | $1.7M |
| Indiana Trust & Investment Management Co | 0.55% | Reduce -1.2% | 8,573 | $1.7M |
| Rf&l Wealth Management, LLC | 1.07% | Reduce -1.5% | 8,571 | $1.7M |
| Fifth Third Securities, Inc. | 0.12% | Reduce -1.9% | 8,488 | $1.6M |
| McAdam, LLC | 0.09% | Add +22.2% | 8,459 | $1.6M |
| Luts & Greenleigh Group, Inc. | 1.57% | Add +4.9% | 8,420 | $1.6M |
| Bannerman Wealth Management Group, LLC | 1.25% | Reduce -4.7% | 8,390 | $1.6M |
| Paladin Advisory Group, LLC | 1.24% | Add +29.7% | 8,362 | $1.6M |
| Global Wealth Management, LLC | 0.89% | No change | 8,220 | $1.6M |
| Aegis Wealth Management LLC | 0.97% | No change | 8,560 | $1.6M |
| Nations Financial Group Inc, /Ia/ | 0.11% | Reduce -6.5% | 8,272 | $1.6M |
| RKL Wealth Management LLC | 0.14% | No change | 8,270 | $1.6M |
| IFG Advisory, LLC | 0.08% | Add +6.0% | 8,263 | $1.6M |
| Keystone Wealth Services, LLC | 0.39% | Reduce -7.1% | 8,253 | $1.6M |
| World Investment Advisors | 0.04% | Add +1.6% | 8,248 | $1.6M |
| Gryphon Financial Partners LLC | 0.21% | Reduce -5.2% | 8,179 | $1.6M |
| Strategic Blueprint, LLC | 0.08% | Add +43.3% | 8,140 | $1.6M |
| Alamar Capital Management, LLC | 0.85% | No change | 8,104 | $1.6M |
| Barrett & Company, Inc. | 0.59% | Reduce -0.4% | 8,090 | $1.6M |
| Clifford Group, LLC | 1.28% | Reduce -2.6% | 8,036 | $1.6M |
| American Financial Advisors, LLC | 0.22% | Reduce -0.4% | 8,017 | $1.6M |
| Evoke Wealth, LLC | 0.04% | Add +150.1% | 8,006 | $1.6M |
| Sound View Wealth Advisors Group, LLC | 0.11% | Reduce -1.5% | 7,975 | $1.5M |
| True North Advisors, LLC | 0.30% | No change | 7,969 | $1.5M |
| Insigneo Advisory Services, LLC | 0.13% | Add +13.8% | 7,963 | $1.5M |
| Great Waters Wealth Management | 0.20% | Add +0.4% | 7,940 | $1.5M |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.01% | No change | 7,920 | $1.5M |
| Cooper Financial Group | 0.18% | Reduce -3.7% | 7,910 | $1.5M |
| Seven Mile Advisory | 0.92% | Reduce -1.0% | 7,898 | $1.5M |
| Alpine Global Management, LLC | 0.40% | New | 7,853 | $1.5M |
| Beacon Financial Group | 0.16% | Reduce -0.9% | 7,842 | $1.5M |
| Baron Silver Stevens Financial Advisors, LLC | 0.24% | No change | 7,836 | $1.5M |
| Nabity-Jensen Investment Management Inc | 1.12% | No change | 7,818 | $1.5M |
| Advisory Resource Group | 0.29% | Add +7.1% | 7,813 | $1.5M |
| Jordan Park Group LLC | 0.10% | No change | 7,799 | $1.5M |
| Bensler, LLC | 0.17% | Add +0.0% | 7,776 | $1.5M |
| Calamos Wealth Management LLC | 0.06% | Add +26.1% | 7,752 | $1.5M |
| Freestone Capital Holdings, LLC | 0.05% | Add +0.8% | 7,750 | $1.5M |
| Level Four Advisory Services, LLC | 0.06% | Reduce -81.0% | 7,744 | $1.5M |
| Paragon Financial Partners, Inc. | 1.02% | Add +0.1% | 7,721 | $1.5M |
| B. Riley Wealth Advisors, Inc. | 0.07% | Reduce -41.2% | 7,714 | $1.5M |
| Key Financial Inc | 0.30% | Add +0.1% | 7,691 | $1.5M |
| Enclave Advisors LLC | 0.24% | Add +7.4% | 7,621 | $1.5M |
| RFP Financial Group LLC | 0.61% | No change | 7,616 | $1.5M |
| Asset Dedication, LLC | 0.11% | Add +6.2% | 7,615 | $1.5M |
| Anchor Investment Management, LLC | 0.13% | Add +0.0% | 7,586 | $1.5M |
| Seneca Financial Advisors LLC | 0.57% | Reduce -0.4% | 7,580 | $1.5M |
| David Kennon Inc | 0.55% | Add +3.8% | 7,557 | $1.5M |
| Eagle Strategies LLC | 0.22% | Reduce -1.2% | 7,555 | $1.5M |
| GenWealth Group, Inc. | 0.30% | Reduce -12.1% | 7,552 | $1.5M |
| Park Place Capital Corp | 0.33% | Reduce -13.4% | 7,440 | $1.5M |
| Mayport, LLC | 0.35% | No change | 7,500 | $1.5M |
| Kornitzer Capital Management Inc. | 0.03% | No change | 7,495 | $1.5M |
| Wick Capital Partners, LLC | 0.38% | Add +15.7% | 8,654 | $1.5M |
| Mma Asset Management LLC | 0.56% | No change | 7,473 | $1.5M |
| Sage Mountain Advisors LLC | 0.09% | Add +56.1% | 7,468 | $1.5M |
| Maxele Advisors, LLC | 1.26% | Add +0.7% | 7,459 | $1.4M |
| Greenleaf Trust | 0.01% | Add +1.0% | 7,388 | $1.4M |
| Cardiff Park Advisors, LLC | 0.12% | Add +0.1% | 7,380 | $1.4M |
| Horizon Wealth Management, LLC | 0.25% | Add +1.3% | 7,364 | $1.4M |
| Bradley Foster & Sargent Inc. | 0.02% | Add +0.9% | 7,360 | $1.4M |
| Amplius Wealth Advisors, LLC | 0.13% | Add +17.8% | 7,332 | $1.4M |
| Cambridge Capital Management, LLC | 0.76% | Add +0.3% | 7,278 | $1.4M |
| Litman Gregory Wealth Management LLC | 0.11% | No change | 7,267 | $1.4M |
| Bruce G. Allen Investments, LLC | 1.07% | Reduce -3.3% | 7,254 | $1.4M |
| Capital Asset Advisory Services LLC | 0.07% | Add +2.6% | 7,146 | $1.4M |
| Larson Financial Group LLC | 0.06% | Reduce -6.7% | 7,204 | $1.4M |
| Ethos Financial Group, LLC | 0.12% | Reduce -54.6% | 7,182 | $1.4M |
| Opus Capital Group, LLC | 0.17% | No change | 7,173 | $1.4M |
| Market Street Wealth Management Advisors LLC | 0.23% | No change | 7,149 | $1.4M |
| Welch & Forbes LLC | 0.02% | Reduce -1.0% | 7,145 | $1.4M |
| Washington Trust Bank | 0.12% | Reduce -74.1% | 7,133 | $1.4M |
| Nicolet Advisory Services, LLC | 0.12% | Add +21.1% | 7,172 | $1.4M |
| Earned Wealth Advisors, LLC | 0.27% | Reduce -6.1% | 7,046 | $1.4M |
| Colonial Trust Co / SC | 0.20% | Reduce -16.3% | 6,971 | $1.4M |
| Vestmark Advisory Solutions, Inc. | 0.02% | New | 6,955 | $1.4M |
| Verum Partners LLC | 0.31% | Reduce -1.5% | 6,946 | $1.3M |
| Mgo One Seven LLC | 0.04% | Reduce -1.8% | 6,930 | $1.3M |
| Garde Capital, Inc. | 0.07% | Reduce -2.5% | 6,921 | $1.3M |
| Chemung Canal Trust Co. | 0.28% | No change | 6,914 | $1.3M |
| CreativeOne Wealth, LLC | 0.04% | Add +6.7% | 6,911 | $1.3M |
| West Michigan Advisors, LLC | 0.38% | Reduce -1.1% | 6,902 | $1.3M |
| Capital World Investors | 0.00% | Reduce -32.8% | 6,831 | $1.3M |
| Global Strategic Investment Solutions, LLC | 0.14% | Reduce -0.9% | 6,783 | $1.3M |
| Guardian Wealth Advisors, LLC / NC | 0.09% | Reduce -0.1% | 6,775 | $1.3M |
| First Hawaiian Bank | 0.18% | No change | 6,771 | $1.3M |
| Perennial Investment Advisors, LLC | 0.13% | Add +2.5% | 6,755 | $1.3M |
| Frederick Financial Consultants, LLC | 0.81% | Add +0.0% | 6,739 | $1.3M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.03% | Add +31.6% | 6,734 | $1.3M |
| London Co. of Virginia | 0.01% | Reduce -84.7% | 6,704 | $1.3M |
| Whitegate Investment Counselors, Inc. | 0.44% | No change | 6,629 | $1.3M |
| Alteri Wealth LLC | 0.50% | Reduce -15.7% | 6,611 | $1.3M |
| Fiducient Advisors LLC | 0.16% | Reduce -0.8% | 6,597 | $1.3M |
| International Assets Investment Management, LLC | 0.10% | Reduce -13.5% | 6,597 | $1.3M |
| T. Rowe Price Associates Inc. | 0.00% | Reduce -56.5% | 6,551 | $1.3M |
| Coastline Trust Co | 0.15% | Add +11.8% | 6,551 | $1.3M |
| Certified Advisory Corp | 0.13% | Reduce -5.0% | 6,545 | $1.3M |
| Financial Advisors, LLC | 0.24% | No change | 6,537 | $1.3M |
| Cascade Wealth Advisors, Inc | 0.72% | Add +6.0% | 6,485 | $1.3M |
| Macquarie Group Ltd. | 0.00% | Reduce -36.3% | 6,530 | $1.3M |
| Tranquility Partners, LLC | 0.45% | Reduce -1.0% | 6,502 | $1.3M |
| VeraBank, N.A. | 0.25% | Add +1.9% | 6,485 | $1.3M |
| Forvis Mazars Wealth Advisors, LLC | 0.03% | Add +7.0% | 6,476 | $1.3M |
| Bailard, Inc. | 0.03% | No change | 6,468 | $1.3M |
| Warwick Investment Management, Inc. | 0.24% | Add +0.6% | 6,461 | $1.3M |
| Northstar Group, Inc. | 0.20% | Add +0.1% | 6,446 | $1.3M |
| Wetzel Investment Advisors, Inc. | 0.57% | Reduce -4.7% | 6,426 | $1.2M |
| HRT Financial LP | 0.01% | New | 6,407 | $1.2M |
| Fort Point Capital Partners LLC | 0.12% | Reduce -0.6% | 6,384 | $1.2M |
| First Manhattan Co. Llc. | 0.00% | Add +1.6% | 6,374 | $1.2M |
| Natixis | 0.01% | Reduce -10.9% | 6,354 | $1.2M |
| BHK Investment Advisors, LLC | 0.48% | Add +0.0% | 6,349 | $1.2M |
| Diversify Wealth Management, LLC | 0.08% | Reduce -1.8% | 6,206 | $1.2M |
| AlphaCore Capital LLC | 0.05% | Add +267.7% | 6,284 | $1.2M |
| Thomasville National Bank | 0.08% | Reduce -2.6% | 6,282 | $1.2M |
| One Wealth Advisors, LLC | 0.17% | No change | 6,274 | $1.2M |
| Texas Bank & Trust Co | 0.48% | Reduce -1.5% | 6,218 | $1.2M |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.17% | Reduce -0.5% | 6,202 | $1.2M |
| Matrix Asset Advisors Inc. | 0.12% | No change | 6,200 | $1.2M |
| Stableford Capital II LLC | 0.45% | No change | 6,049 | $1.2M |
| Wesbanco Bank Inc. | 0.04% | Reduce -2.9% | 6,145 | $1.2M |
| KMG Fiduciary Partners, LLC | 0.09% | Add +0.4% | 6,140 | $1.2M |
| Snider Financial Group | 0.34% | Reduce -5.8% | 6,119 | $1.2M |
| High Probability Advisors, LLC | 0.18% | No change | 6,116 | $1.2M |
| Summit X, LLC | 0.22% | Add +0.1% | 6,115 | $1.2M |
| Sunbelt Securities, Inc. | 0.10% | Add +403.2% | 6,401 | $1.2M |
| Turtle Creek Wealth Advisors, LLC | 0.14% | New | 6,085 | $1.2M |
| Mascoma Wealth Management LLC | 0.27% | Reduce -4.0% | 6,080 | $1.2M |
| Trust Co of the South | 0.21% | No change | 6,078 | $1.2M |
| German American Bancorp, Inc. | 0.11% | Reduce -7.5% | 6,024 | $1.2M |
| Capital Investment Advisors, LLC | 0.02% | Reduce -0.1% | 6,008 | $1.2M |
| Sigma Investment Counselors Inc. | 0.06% | No change | 6,005 | $1.2M |
| Exencial Wealth Advisors, LLC | 0.04% | Add +57.2% | 5,994 | $1.2M |
| Choate Investment Advisors | 0.03% | Add +7.2% | 5,986 | $1.2M |
| Angeles Wealth Management, LLC | 0.08% | New | 5,984 | $1.2M |
| SkyView Investment Advisors, LLC | 0.17% | No change | 5,975 | $1.2M |
| National Philanthropic Trust | 0.02% | Reduce -11.0% | 5,925 | $1.2M |
| Capital Advantage, Inc. | 0.18% | Reduce -7.8% | 5,920 | $1.1M |
| Capital International Investors | 0.00% | Reduce -32.0% | 5,945 | $1.1M |
| Apexium Financial, LP | 0.06% | Add +0.8% | 5,906 | $1.1M |
| Thrive Wealth Management, LLC | 0.18% | Add +6.5% | 5,896 | $1.1M |
| Betterment LLC | 0.00% | Add +3.2% | 5,885 | $1.1M |
| Fairvoy Private Wealth, LLC | 0.28% | Add +2.6% | 5,844 | $1.1M |
| Apollon Financial, LLC | 0.24% | Add +0.1% | 5,830 | $1.1M |
| Moneco Advisors, LLC | 0.11% | Add +2.7% | 5,824 | $1.1M |
| PFG Investments, LLC | 0.07% | Add +0.3% | 5,822 | $1.1M |
| Encompass Wealth Advisors, LLC | 0.41% | No change | 5,819 | $1.1M |
| Collective Family Office LLC | 0.29% | Reduce -18.6% | 5,797 | $1.1M |
| Cambridge Financial Group, LLC | 0.42% | Add +8.4% | 5,784 | $1.1M |
| Harbour Investments, Inc. | 0.03% | Reduce -5.0% | 5,775 | $1.1M |
| Vance Wealth, LLC | 0.38% | Reduce -3.0% | 5,745 | $1.1M |
| Parkshore Wealth Management, Inc. | 0.54% | Reduce -2.2% | 5,739 | $1.1M |
| Journey Strategic Wealth LLC | 0.04% | Reduce -44.8% | 5,731 | $1.1M |
| Balboa Wealth Partners | 0.22% | New | 5,727 | $1.1M |
| Jacobi Capital Management LLC | 0.07% | Reduce -0.7% | 5,720 | $1.1M |
| Embree Financial Group | 0.17% | Add +4.6% | 5,712 | $1.1M |
| Fragasso Financial Advisors Inc | 0.07% | Reduce -0.6% | 5,703 | $1.1M |
| Middleton & Co. Inc. | 0.12% | No change | 5,696 | $1.1M |
| Sendero Wealth Management, LLC | 0.14% | No change | 5,693 | $1.1M |
| Parisi Gray Wealth Management | 0.32% | Reduce -2.2% | 5,665 | $1.1M |
| Live Oak Private Wealth LLC | 0.16% | Reduce -4.6% | 5,654 | $1.1M |
| TCI Wealth Advisors, Inc. | 0.07% | Reduce -0.8% | 5,617 | $1.1M |
| Advisors Capital Management, LLC | 0.02% | Reduce -7.3% | 5,606 | $1.1M |
| Tsfg, LLC | 0.19% | Add +0.0% | 5,543 | $1.1M |
| Farmers & Merchants Investments Inc. | 0.03% | Reduce -23.6% | 5,543 | $1.1M |
| Cornerstone Wealth Management, LLC | 0.07% | Reduce -0.4% | 5,542 | $1.1M |
| Investment Advisory Group, LLC | 0.32% | Add +0.6% | 5,519 | $1.1M |
| WealthShield Partners, LLC | 0.13% | Reduce -2.0% | 5,517 | $1.1M |
| Logan Capital Management Inc. | 0.05% | Reduce -30.6% | 5,513 | $1.1M |
| Atlas Capital Advisors Inc. | 0.13% | Add +16.2% | 5,491 | $1.1M |
| City Holding Co. | 0.14% | Reduce -2.1% | 5,488 | $1.1M |
| First National Trust Co | 0.04% | No change | 5,462 | $1.1M |
| Chesley Taft & Associates LLC | 0.05% | Add +12.7% | 5,369 | $1.0M |
| Uptick Partners, LLC | 0.30% | Add +3.9% | 5,362 | $1.0M |
| Staley Capital Advisers Inc. | 0.04% | No change | 5,358 | $1.0M |
| BlueChip Wealth Advisors LLC | 0.43% | No change | 5,357 | $1.0M |
| Core Wealth Advisors, Inc. | 0.30% | Add +0.0% | 5,342 | $1.0M |
| First Foundation Advisors | 0.04% | Add +2.8% | 5,335 | $1.0M |
| Anderson Hoagland & Co. | 0.10% | Reduce -16.1% | 5,320 | $1.0M |
| Stonebridge Financial Planning Group, LLC | 0.43% | Add +0.1% | 5,312 | $1.0M |
| Janney Capital Management LLC | 0.07% | Reduce -12.8% | 5,300 | $1.0M |
| LWM Advisory Services, LLC | 0.71% | New | 5,264 | $1.0M |
| YANKCOM Partnership | 0.50% | No change | 5,249 | $1.0M |
| Norris Perne & French LLP | 0.07% | No change | 5,229 | $1.0M |
| CENTRAL TRUST Co | 0.02% | Add +2.4% | 5,219 | $1.0M |
| JP Wealth Management, Inc. | 0.76% | Reduce -99.5% | 5,216 | $1.0M |
| Prosperity Consulting Group, LLC | 0.07% | Add +54.8% | 5,204 | $1.0M |
| First Financial Corp. | 0.45% | No change | 5,204 | $1.0M |
| Dakota Wealth Management | 0.02% | Add +0.1% | 5,196 | $1.0M |
| Sharkey, Howes & Javer | 0.13% | Reduce -5.9% | 5,166 | $1.0M |
| Investmark Advisory Group LLC | 0.47% | Add +0.1% | 5,164 | $1.0M |
| HUB Investment Partners, LLC | 0.04% | Reduce -8.1% | 5,160 | $1.0M |
| BSW Wealth Partners | 0.14% | No change | 5,148 | $1000K |
| Brown Financial Advisory | 0.55% | No change | 5,117 | $994K |
| Bonfire Financial | 0.81% | Add +0.5% | 5,089 | $988K |
| Evergreen Capital Management LLC | 0.03% | No change | 5,085 | $988K |
| Hoese & Co LLP | 0.79% | Reduce -3.1% | 5,063 | $983K |
| Hemington Wealth Management | 0.14% | Reduce -0.3% | 5,052 | $981K |
| S&co Inc. | 0.06% | No change | 5,050 | $980K |
| Ellevest, Inc. | 0.16% | Reduce -54.3% | 5,044 | $980K |
| Foundations Investment Advisors, LLC | 0.02% | Reduce -0.8% | 5,041 | $979K |
| Meridian Wealth Management, LLC | 0.04% | Add +0.2% | 5,038 | $979K |
| Csenge Advisory Group | 0.05% | Reduce -4.7% | 5,179 | $977K |
| Patten Group, Inc. | 0.21% | Add +0.6% | 5,023 | $976K |
| Belpointe Asset Management LLC | 0.04% | Add +10.2% | 4,996 | $970K |
| Symmetry Partners, LLC | 0.12% | Add +0.2% | 4,995 | $970K |
| Tassel Capital Management, Inc. | 0.74% | Reduce -7.3% | 4,990 | $969K |
| Annex Advisory Services, LLC | 0.02% | Add +2.7% | 4,983 | $968K |
| Elevate Wealth Advisory, Inc. | 0.69% | Reduce -16.7% | 4,975 | $966K |
| F/m Investments LLC | 0.03% | Reduce -13.2% | 4,929 | $957K |
| Beaumont Financial Advisors, LLC | 0.07% | Reduce -0.7% | 4,922 | $956K |
| Pacific Financial Group Inc. | 0.75% | Reduce -0.6% | 4,915 | $955K |
| Adirondack Trust Co. | 0.35% | No change | 4,901 | $952K |
| LRI Investments, LLC | 0.08% | Reduce -33.5% | 4,897 | $951K |
| CWA Asset Management Group, LLC | 0.04% | Add +115.5% | 4,876 | $947K |
| TFO Wealth Partners, LLC | 0.16% | No change | 4,812 | $935K |
| Hilltop Holdings Inc. | 0.06% | Add +10.7% | 4,812 | $935K |
| 1834 Investment Advisors Co. | 0.12% | Add +0.0% | 4,786 | $930K |
| American National Bank & Trust | 0.09% | Add +8.1% | 4,768 | $926K |
| Columbia Bank | 0.28% | Reduce -3.0% | 4,718 | $923K |
| J. Safra Sarasin Holding AG | 0.02% | New | 4,764 | $922K |
| Higgins & Schmidt Wealth Strategies LLC | 0.51% | New | 4,741 | $921K |
| CRA Financial Services, LLC | 0.14% | Add +0.1% | 4,731 | $919K |
| Canvas Wealth Advisors, LLC | 0.18% | Add +40.9% | 4,630 | $918K |
| Bogart Wealth, LLC | 0.04% | Reduce -2.0% | 4,699 | $913K |
| Legacy Trust | 0.22% | No change | 4,695 | $912K |
| Connecticut Wealth Management, LLC | 0.04% | No change | 4,683 | $910K |
| Woodside Wealth Management LLC | 0.78% | No change | 4,665 | $906K |
| Lakewood Asset Management LLC | 0.60% | Reduce -7.7% | 4,650 | $903K |
| Coldstream Capital Management Inc. | 0.01% | Reduce -18.8% | 4,648 | $903K |
| AdvisorNet Financial, Inc | 0.06% | Add +10.3% | 4,644 | $902K |
| Willow Creek Wealth Management Inc. | 0.08% | No change | 4,635 | $900K |
| Johnson Bixby & Associates, LLC | 0.12% | Reduce -16.6% | 4,633 | $900K |
| DAVENPORT & Co LLC | 0.01% | Reduce -8.9% | 4,630 | $899K |
| Bridgewater Advisors Inc. | 0.07% | Add +2.1% | 4,533 | $898K |
| Main Street Financial Solutions, LLC | 0.06% | Add +56.6% | 4,599 | $893K |
| Guidance Point Advisors, LLC | 0.24% | Add +0.4% | 4,590 | $891K |
| First Bank & Trust | 0.16% | Reduce -0.3% | 4,584 | $890K |
| Veracity Capital LLC | 0.31% | Reduce -1.9% | 4,561 | $886K |
| QRG Capital Management, Inc. | 0.01% | Reduce -8.2% | 4,557 | $885K |
| Wise Wealth Partners | 1.47% | Add +104.0% | 4,534 | $881K |
| Roehl & Yi Investment Advisors, LLC | 0.45% | No change | 4,530 | $880K |
| RiverFront Investment Group, LLC | 0.02% | Add +14.1% | 4,518 | $878K |
| Plante Moran Financial Advisors, LLC | 0.06% | Reduce -12.4% | 4,510 | $876K |
| Bedel Financial Consulting, Inc. | 0.12% | Add +2.3% | 4,503 | $875K |
| Walkner Condon Financial Advisors LLC | 0.16% | Add +1.4% | 4,495 | $873K |
| Accurate Wealth Management, LLC | 0.13% | Add +4.8% | 4,387 | $866K |
| PKS Advisory Services, LLC | 0.21% | Add +5.3% | 4,430 | $860K |
| Crumly & Associates Inc. | 0.21% | New | 4,409 | $856K |
| Matthew Goff Investment Advisor, LLC | 0.16% | No change | 4,387 | $852K |
| Regimen Wealth, LLC | 0.26% | Reduce -2.5% | 4,386 | $852K |
| Renasant Bank | 0.57% | No change | 4,383 | $851K |
| Cadence Bank | 0.06% | Reduce -0.1% | 4,377 | $850K |
| MassMutual Private Wealth & Trust, FSB | 0.02% | Add +2.4% | 4,353 | $845K |
| Titleist Asset Management, LLC | 0.08% | Add +8.1% | 4,347 | $844K |
| Flagship Harbor Advisors, LLC | 0.04% | Add +1.6% | 4,342 | $843K |
| Mezzasalma Advisors, LLC | 0.25% | No change | 4,333 | $842K |
| Palisade Asset Management, LLC | 0.08% | No change | 4,320 | $839K |
| Nvest Financial, LLC | 0.44% | Add +0.2% | 4,313 | $838K |
| Hoge Financial Services, LLC | 0.52% | Reduce -4.0% | 4,311 | $837K |
| Magnolia Private Wealth, LLC | 0.65% | Reduce -5.4% | 4,308 | $837K |
| Independent Financial Group, LLC | 0.02% | Reduce -1.2% | 4,286 | $832K |
| Capital Group Private Client Services, Inc. | 0.01% | Reduce -0.6% | 4,263 | $828K |
| Invenio Wealth Partners LLC | 0.33% | No change | 4,243 | $824K |
| Barnett & Company, Inc. | 0.65% | Reduce -0.7% | 4,241 | $824K |
| Financial Advocates Investment Management | 0.07% | Reduce -12.9% | 5,077 | $822K |
| Evergreen Advisors, LLC | 0.22% | Add +3.6% | 4,228 | $821K |
| ABLE Financial Group, LLC | 0.20% | Reduce -14.1% | 4,200 | $816K |
| James Investment Research, Inc. | 0.10% | Reduce -12.2% | 4,196 | $815K |
| Paragon Capital Management Ltd | 0.15% | Add +0.1% | 4,192 | $814K |
| CVA Family Office, LLC | 0.11% | No change | 4,183 | $812K |
| Wedmont Private Capital | 0.03% | Add +0.9% | 4,120 | $808K |
| Partners in Financial Planning | 0.15% | Add +0.0% | 4,151 | $806K |
| Golden Road Advisors LLC | 0.53% | Add +1.3% | 4,137 | $804K |
| Lowery Thomas, LLC | 0.51% | Add +0.4% | 4,089 | $794K |
| Woodmont Investment Counsel LLC | 0.05% | Reduce -0.9% | 4,087 | $794K |
| American Investment Services, Inc. | 0.20% | No change | 4,076 | $792K |
| Rodgers & Associates, LTD | 0.09% | Add +6.3% | 4,073 | $791K |
| Eight 31 Financial, LLC | 0.52% | No change | 4,064 | $789K |
| Kelman-Lazarov, Inc. | 0.13% | Add +0.0% | 4,048 | $786K |
| Alpha Financial Advisors, LLC | 0.30% | Add +0.7% | 4,046 | $786K |
| Occidental Asset Management, LLC | 0.11% | Add +2.5% | 4,039 | $784K |
| Forthright Family Wealth Advisory LLC | 0.49% | No change | 4,018 | $780K |
| Lowe Brockenbrough & Co. Inc. | 0.04% | Add +5.3% | 4,013 | $779K |
| Robertson Stephens Wealth Management, LLC | 0.03% | Add +5.4% | 4,009 | $779K |
| First United Bank & Trust | 0.27% | Reduce -3.6% | 4,002 | $777K |
| Bantamac Capital, LLC | 0.28% | No change | 4,000 | $777K |
| Roxbury Financial LLC | 0.76% | Add +6.4% | 3,999 | $777K |
| Sovran Advisors, LLC | 0.08% | Add +37.6% | 3,951 | $773K |
| MRWM Advisors, LLC | 0.48% | No change | 3,979 | $773K |
| Curi Capital, LLC | 0.01% | New | 3,974 | $772K |
| DiNuzzo Private Wealth, Inc. | 0.09% | No change | 3,958 | $769K |
| Continuum Advisory, LLC | 0.09% | No change | 3,935 | $764K |
| Trust Point Inc. | 0.07% | Reduce -0.5% | 3,930 | $763K |
| Michels Family Financial, LLC | 0.65% | Add +0.1% | 3,918 | $761K |
| DSG Capital Advisors, LLC | 0.13% | No change | 3,906 | $759K |
| Curran Financial Partners, LLC | 0.17% | Add +61.8% | 3,893 | $756K |
| MWA Asset Management | 0.46% | Reduce -2.2% | 3,884 | $754K |
| Schnieders Capital Management LLC | 0.13% | Add +39.1% | 3,876 | $753K |
| Baring Financial LLC | 0.56% | Add +11.4% | 3,867 | $751K |
| Benchmark Financial Wealth Advisors, LLC | 0.25% | Reduce -1.3% | 3,822 | $742K |
| William Howard & Co Financial Advisors Inc | 0.65% | Add +0.5% | 3,815 | $741K |
| Stanich Group LLC | 0.66% | Reduce -18.4% | 3,763 | $740K |
| Secure Asset Management, LLC | 0.14% | Reduce -70.5% | 3,809 | $740K |
| Charter Oak Capital Management, LLC | 0.06% | No change | 3,808 | $740K |
| Pinnacle Wealth Management Advisory Group, LLC | 0.06% | Reduce -4.4% | 3,805 | $739K |
| Sunpointe, LLC | 0.29% | No change | 3,802 | $738K |
| Emprise Bank | 0.35% | No change | 3,801 | $738K |
| Beacon Investment Advisory Services, Inc. | 0.03% | New | 3,782 | $735K |
| First County Bank | 0.40% | Add +0.5% | 3,777 | $734K |
| BKM Wealth Management, LLC | 0.29% | Add +7.6% | 3,774 | $733K |
| SeaCrest Wealth Management, LLC | 0.08% | Reduce -0.0% | 3,766 | $731K |
| Mayflower Financial Advisors, LLC | 0.10% | Reduce -3.0% | 3,761 | $730K |
| Harbor Asset Planning, Inc. | 0.69% | — | 3,742 | $727K |
| Robinson Value Management, Ltd. | 0.46% | Add +1.9% | 3,740 | $726K |
| Magnolia Capital Advisors LLC | 0.18% | No change | 3,732 | $725K |
| Roble, Belko & Company, Inc | 0.10% | No change | 3,705 | $720K |
| Tocqueville Asset Management L.P. | 0.01% | No change | 3,690 | $717K |
| Rockbridge Investment Management, LCC | 0.08% | Add +9.0% | 3,676 | $714K |
| Regal Investment Advisors LLC | 0.05% | Add +9.7% | 3,670 | $713K |
| Lutz Financial Services LLC | 0.06% | Reduce -0.7% | 3,658 | $710K |
| Empire Financial Management Company, LLC | 0.20% | Reduce -2.8% | 3,652 | $709K |
| Rialto Wealth Management, LLC | 0.20% | No change | 3,651 | $709K |
| Aft, Forsyth & Company, Inc. | 0.36% | Add +0.2% | 3,645 | $708K |
| Ballew Advisors, Inc | 0.42% | Reduce -0.5% | 3,574 | $706K |
| Archford Capital Strategies, LLC | 0.09% | No change | 3,610 | $701K |
| Clark Capital Management Group, Inc. | 0.00% | Add +113.5% | 3,609 | $701K |
| Hanover Advisors Inc. | 0.29% | No change | 3,604 | $700K |
| Balefire, LLC | 0.15% | New | 3,580 | $695K |
| Warner Financial, Inc. | 0.29% | Add +1.6% | 3,578 | $695K |
| AAF Wealth Management, LLC | 0.32% | Add +25.0% | 3,572 | $694K |
| Moss Adams Wealth Advisors LLC | 0.06% | Reduce -28.1% | 3,567 | $693K |
| Capital City Trust Co. | 0.18% | Add +49.4% | 3,563 | $692K |
| Smartleaf Asset Management LLC | 0.06% | Add +70.1% | 3,577 | $692K |
| Independence Bank of Kentucky | 0.10% | No change | 3,550 | $690K |
| Financial Guidance Group, Inc. | 0.33% | No change | 3,542 | $688K |
| Pitcairn Co. | 0.04% | No change | 3,539 | $687K |
| Horan Securities, Inc. | 0.24% | Add +0.4% | 3,533 | $686K |
| Bourgeon Capital Management LLC | 0.14% | No change | 3,528 | $685K |
| Waterfront Wealth Inc. | 0.15% | No change | 3,525 | $685K |
| Mason Investment Advisory Services, Inc. | 0.04% | Add +0.4% | 3,498 | $679K |
| Smead Capital Management, Inc. | 0.01% | Reduce -45.7% | 3,496 | $679K |
| Wakefield Asset Management LLLP | 0.19% | Reduce -70.4% | 3,489 | $678K |
| Principal Securities, Inc. | 0.01% | Add +31.5% | 3,480 | $676K |
| Moloney Securities Asset Management, LLC | 0.08% | Add +0.2% | 3,472 | $674K |
| Stonebrook Private Inc. | 0.16% | Reduce -4.2% | 3,469 | $674K |
| Cornell Pochily Investment Advisors, Inc. | 0.22% | Add +1.5% | 3,464 | $673K |
| Morris Financial Concepts, Inc. | 0.27% | Reduce -21.3% | 3,458 | $672K |
| Auxano Advisors, LLC | 0.16% | No change | 3,442 | $669K |
| GC Wealth Management RIA, LLC | 0.05% | Add +187.7% | 3,438 | $668K |
| Jaffetilchin Investment Partners, LLC | 0.04% | Add +0.4% | 3,425 | $665K |
| Cascade Financial Partners, LLC | 0.08% | No change | 3,397 | $660K |
| Westmount Partners, LLC | 0.18% | Reduce -1.6% | 3,388 | $658K |
| Coastal Bridge Advisors, LLC | 0.05% | Add +24.4% | 3,383 | $657K |
| Texas Yale Capital Corp. | 0.02% | No change | 3,370 | $655K |
| Miller Investment Management, LP | 0.07% | No change | 3,368 | $654K |
| BankPlus Trust Department | 0.19% | No change | 3,363 | $653K |
| Chapin Davis, Inc. | 0.18% | Add +0.6% | 3,353 | $651K |
| Bell Bank | 0.03% | Add +128.4% | 3,324 | $646K |
| Leavell Investment Management, Inc. | 0.03% | Reduce -0.0% | 3,316 | $644K |
| Debussy Capital Management LP | 0.10% | Add +0.2% | 3,315 | $644K |
| Silver Oak Securities, Incorporated | 0.05% | No change | 3,307 | $642K |
| Legacy Capital Wealth Partners, LLC | 0.14% | New | 3,279 | $637K |
| Melfa Wealth Management, Inc. | 0.40% | No change | 3,275 | $636K |
| Greenup Street Wealth Management LLC | 0.11% | No change | 3,264 | $634K |
| Harvest Investment Services, LLC | 0.14% | Add +0.2% | 3,250 | $631K |
| Sigma Planning Corp | 0.02% | Add +7.8% | 3,249 | $631K |
| Signature Estate & Investment Advisors LLC | 0.01% | Reduce -7.5% | 3,248 | $631K |
| WBH Advisory Inc. | 0.05% | Add +174.8% | 3,234 | $628K |
| TrueWealth Advisors, LLC | 0.18% | Reduce -0.9% | 3,214 | $624K |
| City National Bank of Florida | 0.45% | Reduce -18.6% | 3,213 | $624K |
| Tudor Financial Inc. | 0.35% | No change | 3,199 | $621K |
| NFJ Investment Group, LLC | 0.02% | Reduce -57.9% | 3,173 | $616K |
| Capital Analysts, LLC | 0.02% | Reduce -3.6% | 3,167 | $615K |
| SVB Wealth LLC | 0.03% | New | 3,161 | $614K |
| Crestwood Advisors Group, LLC | 0.01% | Add +1.7% | 3,159 | $614K |
| Greenwood Gearhart LLC | 0.04% | No change | 3,158 | $613K |
| Glassman Wealth Services | 0.09% | No change | 3,157 | $613K |
| Financial Insights, Inc. | 0.22% | Reduce -3.5% | 3,156 | $613K |
| Virtue Capital Management, LLC | 0.11% | Add +12.6% | 3,155 | $613K |
| Bordeaux Wealth Advisors LLC | 0.08% | No change | 3,142 | $610K |
| Performance Wealth Partners, LLC | 0.02% | Add +26.1% | 3,141 | $610K |
| Fort Sheridan Advisors LLC | 0.09% | Reduce -28.5% | 3,129 | $608K |
| Beacon Financial Strategies CORP | 0.38% | Add +0.1% | 3,128 | $608K |
| Robinson Smith Wealth Advisors LLC | 0.49% | No change | 3,126 | $607K |
| Capital Investment Advisory Services, LLC | 0.05% | No change | 3,120 | $606K |
| Manhattan West Asset Management, LLC | 0.14% | No change | 3,119 | $606K |
| Fidelity D & D Bancorp Inc. | 0.37% | No change | 3,113 | $605K |
| Good Life Advisors, LLC | 0.04% | Reduce -0.3% | 3,105 | $603K |
| JSF Financial, LLC | 0.14% | Add +24.1% | 3,102 | $602K |
| Coppell Advisory Solutions LLC | 0.07% | New | 3,102 | $600K |
| Independent Advisor Alliance | 0.02% | Add +2.9% | 3,085 | $599K |
| Blue Bell Private Wealth Management, LLC | 0.10% | Add +78.1% | 3,078 | $598K |
| Skyline Advisors, Inc. | 0.22% | Add +0.3% | 3,069 | $596K |
| Wrapmanager Inc. | 0.14% | Reduce -3.1% | 3,063 | $595K |
| Wescott Financial Advisory Group, LLC | 0.06% | Add +0.2% | 3,059 | $594K |
| Trust Co. of Vermont | 0.03% | Add +30.0% | 3,044 | $591K |
| TFB Advisors LLC | 0.15% | Reduce -1.8% | 3,043 | $591K |
| Kirtland Hills Capital Management, LLC | 0.27% | No change | 3,043 | $591K |
| Maseco LLP | 0.02% | — | 3,028 | $588K |
| ORG Partners LLC | 0.13% | Add +28.5% | 2,985 | $585K |
| Darwin Wealth Management, LLC | 0.20% | Reduce -23.4% | 3,011 | $585K |
| Fisher Asset Management | 0.00% | Add +43.5% | 3,004 | $584K |
| First Commonwealth Financial Corp | 0.13% | Reduce -1.1% | 2,996 | $582K |
| Lunt Capital Management, Inc. | 0.22% | No change | 2,994 | $582K |
| Washington Trust Advisors, Inc. | 0.05% | Reduce -29.1% | 2,993 | $581K |
| Orgel Wealth Management, LLC | 0.01% | Add +7.5% | 2,977 | $578K |
| Northwest Financial Advisors | 0.81% | Add +12.9% | 2,975 | $578K |
| Axis Wealth Partners, LLC | 0.38% | Reduce -3.5% | 2,971 | $577K |
| Farmers Trust Co. | 0.11% | No change | 2,970 | $577K |
| Citizens & Northern Corp. | 0.15% | No change | 2,967 | $576K |
| Obermeyer Wealth Partners | 0.03% | No change | 2,966 | $576K |
| LM Advisors LLC | 0.07% | Reduce -9.3% | 2,941 | $571K |
| Brown, Lisle/Cummings, Inc. | 0.15% | Add +29.8% | 2,935 | $570K |
| EverSource Wealth Advisors, LLC | 0.03% | Reduce -80.5% | 2,935 | $570K |
| Leo Wealth, LLC | 0.04% | Reduce -3.7% | 2,930 | $569K |
| Compound Planning, Inc. | 0.02% | Reduce -37.3% | 2,920 | $567K |
| Confluence Investment Management LLC | 0.01% | Reduce -30.1% | 2,903 | $564K |
| Berkeley Capital Partners, LLC | 0.14% | Add +0.6% | 2,902 | $564K |
| Joel Adams & Associates, Inc. | 0.50% | Add +93.2% | 2,900 | $563K |
| Quadrant Private Wealth Management, LLC | 0.12% | Reduce -4.5% | 2,899 | $563K |
| GGM Financial LLC | 0.33% | New | 2,886 | $561K |
| Spinnaker Trust | 0.03% | No change | 2,879 | $559K |
| Oxler Private Wealth LLC | 0.18% | Reduce -4.1% | 2,879 | $559K |
| Meridian Wealth Advisors, LLC | 0.09% | Reduce -0.7% | 2,878 | $559K |
| Bristlecone Advisors, LLC | 0.05% | Reduce -18.0% | 2,865 | $556K |
| NCM Capital Management, LLC | 0.23% | Reduce -3.4% | 2,864 | $556K |
| St Germain D J Co. Inc. | 0.02% | Add +62.4% | 2,851 | $554K |
| WealthPLAN Partners, LLC | 0.09% | No change | 2,842 | $552K |
| Pandora Wealth, Inc. | 0.34% | No change | 2,831 | $550K |
| Alpine Bank Wealth Management | 0.08% | Add +1.8% | 2,823 | $548K |
| Plancorp, LLC | 0.02% | Reduce -0.9% | 2,818 | $547K |
| Sand Hill Global Advisors, LLC | 0.02% | Add +2.7% | 2,816 | $547K |
| Burton Enright Welch | 0.09% | No change | 2,801 | $544K |
| Mirador Capital Partners LP | 0.09% | Add +0.5% | 2,784 | $541K |
| Kestra Investment Management, LLC | 0.02% | Add +27.6% | 2,779 | $540K |
| Zhang Financial LLC | 0.02% | Reduce -1.3% | 2,776 | $539K |
| PrairieView Partners, LLC | 0.05% | No change | 2,759 | $535K |
| Buckhead Capital Management LLC | 0.21% | Reduce -8.3% | 2,750 | $534K |
| Cahill Financial Advisors Inc. | 0.07% | Add +0.1% | 2,739 | $532K |
| Wealthspire Retirement, LLC | 0.04% | Add +18.2% | 2,736 | $531K |
| Institute for Wealth Management, LLC. | 0.06% | Reduce -8.5% | 2,735 | $531K |
| Texas Capital Bank Wealth Management Services Inc | 0.05% | Reduce -0.1% | 2,731 | $530K |
| Aire Advisors, LLC | 0.10% | Add +0.1% | 2,724 | $529K |
| Atticus Wealth Management, LLC | 0.14% | Reduce -1.8% | 2,718 | $528K |
| Genesis Wealth Advisors, LLC | 0.40% | No change | 2,713 | $527K |
| PUREfi Wealth, LLC | 0.42% | No change | 2,705 | $525K |
| Runnymede Capital Advisors, Inc. | 0.48% | No change | 2,697 | $524K |
| Front Row Advisors LLC | 0.18% | Add +3.9% | 2,695 | $523K |
| Arlington Trust Co LLC | 0.10% | No change | 2,690 | $522K |
| Essex Bank | 0.12% | Reduce -1.4% | 2,690 | $522K |
| RFG Advisory, LLC | 0.01% | Reduce -35.1% | 2,687 | $522K |
| Hamilton Capital, LLC | 0.03% | Reduce -29.4% | 2,670 | $519K |
| Elyxium Wealth, LLC | 0.19% | No change | 2,665 | $518K |
| Townsend Asset Management Corp. /NC/ | 0.19% | Add +0.3% | 2,653 | $515K |
| WealthBridge Capital Management, LLC | 0.13% | Add +8.8% | 2,646 | $514K |
| Central Pacific Bank - Trust Division | 0.07% | Reduce -40.3% | 2,642 | $513K |
| SC&H Financial Advisors, Inc. | 0.09% | Add +0.2% | 2,635 | $512K |
| TCFG Wealth Management, LLC | 0.23% | Add +98.5% | 2,634 | $512K |
| Brogan Financial, Inc. | 0.23% | Add +0.4% | 2,624 | $510K |
| Chicago Wealth Management, Inc. | 0.24% | No change | 2,621 | $509K |
| Sovereign Financial Group, Inc. | 0.10% | Reduce -4.0% | 2,621 | $509K |
| Klingman & Associates, LLC | 0.03% | No change | 2,621 | $509K |
| TigerOak Management, L.L.C. | 0.17% | No change | 2,617 | $508K |
| YHB Investment Advisors, Inc. | 0.04% | Add +2.5% | 2,610 | $507K |
| Stanley-Laman Group, Ltd. | 0.07% | Add +0.1% | 2,596 | $504K |
| Operose Advisors LLC | 0.14% | Add +12.5% | 2,575 | $500K |
| Biltmore Family Office, LLC | 0.08% | Add +2.4% | 2,573 | $500K |
| Providence Capital Advisors, LLC | 0.09% | New | 2,569 | $499K |
| Soltis Investment Advisors LLC | 0.04% | Reduce -19.4% | 2,540 | $493K |
| Orrstown Financial Services Inc. | 0.10% | Add +10.8% | 2,535 | $492K |
| Cypress Capital, LLC | 0.14% | No change | 2,520 | $489K |
| FARMERS & MERCHANTS TRUST Co OF LONG BEACH | 0.10% | Add +0.7% | 2,517 | $489K |
| Edgemoor Investment Advisors, Inc. | 0.04% | No change | 2,506 | $487K |
| Balentine LLC | 0.02% | Add +83.3% | 2,498 | $485K |
| Wealthcare Capital Partners, LLC | 0.24% | Add +0.0% | 2,497 | $485K |
| Talisman Wealth Advisors LLC | 0.44% | Reduce -9.1% | 2,496 | $485K |
| Insight Advisors, LLC/ PA | 0.08% | Add +0.2% | 2,490 | $484K |
| Onyx Bridge Wealth Group LLC | 0.06% | Reduce -1.1% | 2,487 | $483K |
| Forte Capital LLC | 0.05% | No change | 2,478 | $481K |
| Ellis Investment Partners, LLC | 0.09% | Reduce -3.2% | 2,478 | $481K |
| Galvin, Gaustad & Stein, LLC | 0.04% | No change | 2,453 | $476K |
| Members Trust Co | 0.02% | Add +20.5% | 2,424 | $471K |
| Gallacher Capital Management LLC | 0.22% | No change | 2,413 | $469K |
| Rockwood Wealth Management, LLC | 0.04% | Add +10.0% | 2,411 | $468K |
| Austin Asset Management Co Inc | 0.09% | Reduce -6.1% | 2,401 | $466K |
| PBMares Wealth Management LLC | 0.08% | No change | 2,378 | $462K |
| Alexis Investment Partners, LLC | 0.20% | Reduce -35.7% | 2,364 | $459K |
| Pettyjohn, Wood & White, Inc. | 0.08% | No change | 2,360 | $458K |
| Lodestar Private Asset Management LLC | 0.05% | Reduce -3.9% | 2,347 | $456K |
| Riverpoint Wealth Management Holdings, LLC | 0.11% | No change | 2,340 | $454K |
| Integrated Advisors Network LLC | 0.02% | Reduce -64.6% | 2,337 | $454K |
| Archer Investment Corp | 0.11% | Add +0.0% | 2,337 | $454K |
| Sterling Capital Management LLC | 0.01% | Add +419.1% | 2,336 | $454K |
| Fusion Capital, LLC | 0.16% | Reduce -9.3% | 2,335 | $454K |
| Parsons Capital Management Inc. | 0.03% | No change | 2,328 | $452K |
| McNamara Financial Services, Inc. | 0.09% | Reduce -1.8% | 2,325 | $452K |
| Atala Financial Inc | 0.31% | No change | 2,324 | $451K |
| HT Partners LLC | 0.14% | No change | 2,322 | $451K |
| LongView Wealth Management | 0.14% | Add +40.3% | 2,316 | $450K |
| Root Financial Partners, LLC | 0.04% | Reduce -37.6% | 2,311 | $449K |
| Aufman Associates Inc | 0.28% | New | 2,310 | $449K |
| Heritage Financial Services, LLC | 0.04% | Reduce -10.8% | 2,306 | $448K |
| Cornerstone Wealth Group, LLC | 0.03% | Add +7.5% | 2,305 | $448K |
| New Republic Capital, LLC | 0.16% | Reduce -23.8% | 2,289 | $445K |
| Edgestream Partners, L.P. | 0.01% | Add +32.6% | 2,280 | $443K |
| Platform Technology Partners | 0.12% | Add +2.5% | 2,269 | $441K |
| Lake Street Private Wealth, LLC | 0.06% | Reduce -1.0% | 2,268 | $441K |
| Petredis Investment Advisors LLC | 0.04% | No change | 2,268 | $441K |
| One Day In July LLC | 0.04% | Reduce -3.2% | 2,259 | $439K |
| NWF Advisory Services Inc. | 0.05% | Add +25.7% | 2,257 | $438K |
| Heartwood Wealth Advisors LLC | 0.05% | Reduce -2.8% | 2,253 | $438K |
| Salem Investment Counselors Inc. | 0.01% | Reduce -6.3% | 2,252 | $437K |
| Kesler, Norman & Wride, LLC | 0.08% | New | 2,250 | $437K |
| Allstate Corp. | 0.03% | New | 2,250 | $437K |
| Bison Wealth, LLC | 0.03% | No change | 2,222 | $436K |
| Fortis Capital Advisors, LLC | 0.08% | Add +1.5% | 2,238 | $435K |
| Marino, Stram & Associates LLC | 0.09% | Add +0.1% | 2,235 | $434K |
| Towercrest Capital Management | 0.08% | Reduce -4.8% | 2,235 | $434K |
| FineMark National Bank & Trust | 0.01% | Reduce -1.7% | 2,231 | $433K |
| Strategic Family Wealth Counselors, L.L.C. | 0.12% | Add +6.1% | 2,230 | $433K |
| Old North State Trust, LLC | 0.30% | New | 2,229 | $433K |
| First Citizens Asset Management, Inc. | 0.15% | Add +1.1% | 2,229 | $433K |
| Moors & Cabot, Inc. | 0.02% | Add +30.5% | 2,227 | $433K |
| Vanguard Personalized Indexing Management, LLC | 0.00% | Add +49.7% | 2,226 | $432K |
| Hollencrest Capital Management | 0.02% | No change | 2,221 | $431K |
| Empower Advisory Group, LLC | 0.00% | Reduce -33.7% | 2,220 | $431K |
| Clear Creek Financial Management, LLC | 0.04% | No change | 2,217 | $431K |
| Truepoint, Inc. | 0.01% | Reduce -17.2% | 2,215 | $430K |
| Old Mission Investment Co LLC | 0.12% | Add +0.8% | 2,209 | $429K |
| Clarity Financial LLC | 0.05% | No change | 2,209 | $429K |
| Tortoise Investment Management, LLC | 0.04% | No change | 2,197 | $427K |
| Bravias Capital Group, LLC | 0.31% | Add +0.1% | 2,189 | $425K |
| Oder Investment Management, LLC | 0.32% | Reduce -0.2% | 2,183 | $424K |
| Pasadena Private Wealth, LLC | 0.07% | Reduce -5.1% | 2,177 | $423K |
| GenTrust, LLC | 0.02% | No change | 2,175 | $422K |
| Warren Street Wealth Advisors, LLC | 0.14% | Add +77.9% | 2,174 | $422K |
| Hollow Brook Wealth Management LLC | 0.12% | No change | 2,170 | $421K |
| Centerpoint Advisors, LLC | 0.14% | No change | 2,170 | $421K |
| World Equity Group, Inc. | 0.11% | Add +29.0% | 2,167 | $421K |
| Deroy & Devereaux Private Investment Counsel Inc. | 0.02% | Reduce -2.9% | 2,160 | $420K |
| Strategic Financial Partners, Ltd. | 0.19% | No change | 2,162 | $420K |
| Accretive Wealth Partners, LLC | 0.14% | Reduce -8.1% | 2,161 | $420K |
| Jentner Corp | 0.11% | No change | 2,158 | $419K |
| Gibson Capital, LLC | 0.08% | No change | 2,146 | $417K |
| Carnegie Investment Counsel | 0.01% | No change | 2,146 | $417K |
| Sentinel Wealth Management, Inc. | 0.39% | — | 2,137 | $415K |
| Power Wealth Management LLC | 0.16% | No change | 2,131 | $414K |
| Tyler-Stone Wealth Management | 0.07% | No change | 2,130 | $414K |
| Weatherly Asset Management L. P. | 0.04% | No change | 2,128 | $413K |
| Ritter Daniher Financial Advisory LLC / DE | 0.10% | Add +14.9% | 2,117 | $411K |
| Armstrong Advisory Group, Inc. | 0.03% | Add +3.0% | 2,115 | $411K |
| Cornerstone Advisors Asset Management, LLC | 0.08% | Add +0.3% | 2,110 | $410K |
| Russell Investments Group, Ltd. | 0.00% | Add +2.3% | 2,105 | $409K |
| Advisory Alpha, LLC | 0.01% | Add +0.1% | 2,102 | $408K |
| Evolution Wealth Advisors, LLC | 0.06% | Reduce -20.1% | 2,098 | $407K |
| Verus Capital Partners, LLC | 0.04% | Add +89.0% | 2,094 | $407K |
| Willner & Heller, LLC | 0.34% | Add +0.4% | 2,092 | $406K |
| McCarthy & Cox | 0.11% | Reduce -0.2% | 2,085 | $405K |
| Rice Partnership, LLC | 0.07% | Add +18.3% | 2,083 | $405K |
| Lee, Kelleher & Klein Wealth Management | 0.27% | No change | 2,081 | $404K |
| First Nebraska Trust Co | 0.04% | Reduce -1.7% | 2,077 | $403K |
| Financial Life Planners | 0.33% | Add +0.4% | 2,072 | $402K |
| High Falls Advisors, Inc | 0.09% | Add +35.2% | 2,064 | $401K |
| Providence First Trust Co | 0.14% | Add +18.6% | 2,057 | $400K |
| Red Door Wealth Management, LLC | 0.05% | Reduce -12.0% | 2,056 | $399K |
| Canal Capital Management, LLC | 0.06% | Add +0.4% | 2,042 | $397K |
| Triangle Securities Wealth Management | 0.10% | No change | 2,031 | $394K |
| Tritonpoint Wealth, LLC | 0.04% | Reduce -11.5% | 2,025 | $393K |
| Cathy Pareto & Associates, Inc. | 0.32% | Add +11.5% | 2,024 | $393K |
| Exchange Traded Concepts, LLC | 0.01% | New | 2,015 | $391K |
| McClarren Financial Advisors, Inc. | 0.25% | Add +0.9% | 2,013 | $391K |
| Matisse Capital | 0.18% | Add +0.1% | 2,010 | $390K |
| Burling Wealth Partners, LLC | 0.07% | Reduce -11.3% | 2,001 | $389K |
| Global Trust Asset Management, LLC | 0.21% | Reduce -6.8% | 1,992 | $387K |
| LVW Advisors, LLC | 0.04% | Add +24.6% | 1,991 | $387K |
| Scientech Research LLC | 0.09% | New | 1,973 | $383K |
| Hamilton Point Investment Advisors, LLC | 0.06% | Add +0.4% | 1,973 | $383K |
| PGIM Custom Harvest LLC | 0.01% | Reduce -14.2% | 1,973 | $383K |
| BCS Private Wealth Management, Inc. | 0.14% | — | 1,972 | $383K |
| Gray Private Wealth, LLC | 0.21% | No change | 1,970 | $383K |
| Fiduciary Alliance LLC | 0.03% | Reduce -40.7% | 1,965 | $382K |
| Hazlett, Burt & Watson, Inc. | 0.16% | Reduce -9.6% | 1,968 | $381K |
| Cozad Asset Management Inc. | 0.03% | No change | 1,961 | $381K |
| Cobblestone Capital Advisors LLC | 0.02% | No change | 1,956 | $380K |
| Mascagni Wealth Management, Inc. | 0.32% | No change | 1,955 | $380K |
| MSH Capital Advisors LLC | 0.11% | Add +0.4% | 1,945 | $378K |
| Campion Asset Management | 0.28% | No change | 1,943 | $377K |
| Oliver Luxxe Assets LLC | 0.07% | Reduce -10.3% | 1,942 | $377K |
| Rockland Trust Co. | 0.02% | No change | 1,940 | $377K |
| Cassia Capital Partners, LLC | 0.23% | No change | 1,936 | $376K |
| BOK Financial Private Wealth, Inc. | 0.03% | Reduce -42.0% | 1,929 | $375K |
| Beacon Capital Management, LLC | 0.05% | Add +0.4% | 1,917 | $372K |
| McDonald Partners LLC | 0.09% | No change | 1,915 | $372K |
| Horizon Investment Services, LLC | 0.16% | No change | 1,911 | $371K |
| Arbor Wealth Advisors LLC | 0.30% | No change | 1,910 | $371K |
| Integris Wealth Management, LLC | 0.10% | No change | 1,900 | $369K |
| Journey Advisory Group, LLC | 0.03% | No change | 1,898 | $369K |
| Jamison Private Wealth Management, Inc. | 0.05% | Add +20.1% | 1,890 | $367K |
| Poehling Capital Management, INC. | 0.09% | No change | 1,889 | $367K |
| Obsidian Cio, LLC | 0.05% | Reduce -6.4% | 1,888 | $367K |
| DGS Capital Management, LLC | 0.08% | Reduce -7.9% | 1,885 | $366K |
| Glen Eagle Advisors, LLC | 0.06% | No change | 1,879 | $365K |
| Bay Capital Advisors, LLC | 0.28% | Reduce -0.6% | 1,871 | $363K |
| Pittenger & Anderson Inc. | 0.01% | No change | 1,870 | $363K |
| Ameritas Investment Partners, Inc. | 0.01% | Add +11.8% | 1,869 | $363K |
| Ironwood Investment Management LLC | 0.18% | No change | 1,867 | $363K |
| Pinnacle Bancorp, Inc. | 0.11% | No change | 1,865 | $362K |
| AssuredPartners Investment Advisors, LLC | 0.09% | Reduce -11.6% | 1,858 | $361K |
| Single Point Partners, LLC | 0.08% | Reduce -0.6% | 1,855 | $360K |
| WASHINGTON TRUST Co | 0.01% | Reduce -1.1% | 1,852 | $360K |
| LJI Wealth Management, LLC | 0.06% | No change | 1,850 | $359K |
| PACK Private Wealth, LLC | 0.19% | No change | 1,842 | $358K |
| ShoreHaven Wealth Partners, LLC | 0.15% | No change | 1,836 | $357K |
| MBL Wealth, LLC | 0.03% | No change | 1,834 | $356K |
| Philip James Wealth Mangement, LLC | 0.05% | Add +0.4% | 1,820 | $353K |
| Davis R M Inc. | 0.01% | Add +0.7% | 1,815 | $353K |
| Portland Global Advisors LLC | 0.04% | New | 1,811 | $352K |
| Cypress Capital Group | 0.04% | No change | 1,805 | $351K |
| GW&K Investment Management, LLC | 0.00% | No change | 1,804 | $350K |
| Rathbones Group PLC | 0.00% | Add +3.0% | 1,799 | $349K |
| McIlrath & Eck, LLC | 0.04% | Add +0.1% | 1,796 | $349K |
| Tanager Wealth Management LLP | 0.04% | No change | 1,791 | $348K |
| CWS Financial Advisors, LLC | 0.10% | Add +0.3% | 1,790 | $348K |
| LaFleur & Godfrey LLC | 0.04% | No change | 1,779 | $346K |
| Kingswood Wealth Advisors, LLC | 0.03% | Add +1.3% | 1,779 | $346K |
| Wealth Management Partners, LLC | 0.12% | No change | 1,751 | $343K |
| Vantage Point Financial LLC | 0.15% | No change | 1,765 | $343K |
| Madison Wealth Partners, Inc | 0.07% | Reduce -1.1% | 1,763 | $343K |
| Altus Wealth Management, LLC | 0.16% | No change | 1,761 | $342K |
| Fairway Wealth LLC | 0.11% | No change | 1,758 | $341K |
| Farmers National Bank | 0.09% | Reduce -2.8% | 1,755 | $341K |
| Park Edge Advisors, LLC | 0.09% | Reduce -11.2% | 1,748 | $340K |
| Sachem Hill LLC | 0.07% | Reduce -26.1% | 1,745 | $339K |
| Forum Private Client Group LLC | 0.13% | Add +0.2% | 1,743 | $339K |
| Meeder Advisory Services, Inc. | 0.02% | Reduce -30.5% | 1,743 | $339K |
| Acima Private Wealth, LLC | 0.12% | No change | 1,743 | $339K |
| Wealthfront Advisers LLC | 0.00% | Add +6.2% | 1,742 | $338K |
| Rainey & Randall Wealth Advisors Inc. | 0.06% | Reduce -0.4% | 1,739 | $338K |
| MCF Advisors LLC | 0.02% | Reduce -13.8% | 1,736 | $337K |
| Alliance Wealth Management Group | 0.09% | Reduce -6.2% | 1,725 | $335K |
| United Advisor Group, LLC | 0.06% | New | 1,723 | $335K |
| Riverbend Wealth Management, LLC | 0.25% | Add +0.1% | 1,721 | $334K |
| King Wealth Management Group | 0.05% | No change | 1,720 | $334K |
| Inscription Capital, LLC | 0.05% | Add +13.6% | 1,717 | $333K |
| Cordgrass Capital Advisors, LLC | 0.09% | No change | 1,715 | $333K |
| Stephenson & Company, Inc. | 0.20% | Reduce -0.9% | 1,709 | $332K |
| Highline Wealth Partners LLC | 0.10% | Add +0.3% | 1,706 | $331K |
| Elequin Capital, LP | 0.10% | Reduce -16.6% | 1,691 | $328K |
| Emergent Wealth Advisors, LLC | 0.21% | Add +0.4% | 1,689 | $328K |
| Berkeley, Inc | 0.12% | No change | 1,686 | $327K |
| Elk River Wealth Management LLC | 0.06% | Reduce -2.7% | 1,680 | $326K |
| Team Hewins, LLC | 0.12% | Add +0.8% | 1,678 | $326K |
| Stablepoint Partners, LLC | 0.06% | Add +0.4% | 1,673 | $325K |
| Wells Trecaso Financial Group, LLC | 0.10% | Reduce -15.2% | 1,671 | $325K |
| Farmers & Merchants Trust Co of Chambersburg PA | 0.10% | No change | 1,664 | $323K |
| Andina Capital Management, LLC | 0.23% | Reduce -51.9% | 1,661 | $323K |
| Aspire Private Capital, LLC | 0.07% | No change | 1,660 | $322K |
| MFA Wealth Services | 0.24% | Add +0.4% | 1,660 | $322K |
| Sharp Wealth Advisory, LLC | 0.21% | No change | 1,658 | $322K |
| James J. Burns & Company, LLC | 0.05% | Reduce -0.2% | 1,656 | $322K |
| BCGM Wealth Management, LLC | 0.09% | Add +1.9% | 1,655 | $321K |
| Ibex Wealth Advisors | 0.03% | New | 1,653 | $321K |
| Jackson, Grant Investment Advisers, Inc. | 0.12% | No change | 1,653 | $321K |
| Aerodigm Wealth, LLC | 0.15% | Add +1.4% | 1,651 | $321K |
| S.E.E.D. Planning Group LLC | 0.10% | No change | 1,649 | $320K |
| SteelPeak Wealth, LLC | 0.01% | Add +7.1% | 1,640 | $319K |
| Causey Wealth LLC | 0.16% | No change | 1,631 | $317K |
| JNBA Financial Advisors | 0.03% | Reduce -3.1% | 1,628 | $316K |
| Cibc World Market Inc. | 0.00% | Reduce -4.6% | 1,623 | $315K |
| Benjamin Edwards Inc. | 0.00% | Add +15.5% | 1,621 | $315K |
| Laird Norton Wetherby Wealth Management, LLC | 0.01% | — | 1,621 | $315K |
| Principle Wealth Partners LLC | 0.02% | No change | 1,620 | $315K |
| Kondo Wealth Advisors, Inc. | 0.14% | New | 1,605 | $315K |
| CoreCap Advisors, LLC | 0.01% | Add +4.6% | 1,599 | $311K |
| Matrix Private Capital Group LLC | 0.18% | Reduce -2.0% | 1,593 | $309K |
| First Trust Advisors LP | 0.00% | Reduce -33.1% | 1,588 | $308K |
| Pillar Financial Advisors, LLC | 0.21% | No change | 1,587 | $308K |
| Baker Ellis Asset Management LLC | 0.04% | No change | 1,587 | $308K |
| Coordinated Financial Services, Inc. | 0.22% | — | 1,586 | $308K |
| Navigation Wealth Management, Inc. | 0.45% | New | 1,581 | $307K |
| First PREMIER Bank | 0.07% | No change | 1,580 | $306K |
| IFG Advisors, LLC | 0.05% | Reduce -16.3% | 1,572 | $305K |
| Fort Washington Investment Advisors Inc. | 0.00% | No change | 1,571 | $305K |
| Pinnacle Wealth Management Group, Inc. | 0.17% | Reduce -3.2% | 1,570 | $305K |
| HM Payson & Co. | 0.00% | Add +18.1% | 1,569 | $305K |
| Spirepoint Private Client, LLC | 0.03% | No change | 1,561 | $303K |
| Elevation Point Wealth Partners, LLC | 0.02% | Add +0.1% | 1,559 | $303K |
| Watchman Group, Inc. | 0.08% | No change | 1,558 | $303K |
| Stonehearth Capital Management, LLC | 0.12% | No change | 1,553 | $302K |
| BIP Wealth, LLC | 0.02% | Reduce -37.0% | 1,552 | $301K |
| Allium Financial Advisors, LLC | 0.26% | No change | 1,551 | $301K |
| Doliver Advisors, LP | 0.08% | No change | 1,550 | $301K |
| Point Windward Advisors Inc. | 0.14% | No change | 1,549 | $301K |
| Triad Wealth Partners, LLC | 0.06% | No change | 1,536 | $298K |
| SageView Advisory Group, LLC | 0.01% | Add +0.2% | 1,502 | $298K |
| Trust Co | 0.03% | Reduce -0.1% | 1,531 | $297K |
| Ewa, LLC | 0.09% | Add +0.3% | 1,528 | $297K |
| Legacy Wealth Management, LLC | 0.02% | No change | 1,527 | $297K |
| Trust Co. of Toledo NA | 0.03% | New | 1,522 | $296K |
| Private Wealth Partners, LLC | 0.02% | No change | 1,509 | $293K |
| Planwiser Financial, LLC | 0.25% | No change | 1,471 | $292K |
| Boreal Capital Management LLC | 0.28% | — | 1,500 | $291K |
| Thompson Investment Management, Inc. | 0.04% | No change | 1,500 | $291K |
| Wharton Business Group, LLC | 0.01% | Add +3.8% | 1,496 | $291K |
| Wealth Architects, LLC | 0.03% | No change | 1,497 | $291K |
| Vestor Capital, LLC | 0.02% | Add +1710.8% | 11,933 | $289K |
| Franklin, Parlapiano, Turner & Welch, LLC | 0.08% | No change | 1,485 | $288K |
| Easterly Investment Partners LLC | 0.02% | No change | 1,484 | $288K |
| Ridgecrest Wealth Partners, LLC | 0.15% | No change | 1,480 | $287K |
| Stockman Wealth Management, Inc. | 0.04% | Reduce -1.0% | 1,475 | $286K |
| Alpha Cubed Investments, LLC | 0.01% | Reduce -13.1% | 1,469 | $285K |
| Nicholas Hoffman & Company, LLC. | 0.01% | No change | 1,461 | $284K |
| EdgeRock Capital LLC | 0.09% | New | 1,460 | $284K |
| XTX Topco Ltd | 0.01% | New | 1,455 | $283K |
| Moody LYNN Lieberson & Walker, LLC | 0.02% | No change | 1,449 | $281K |
| Permanens Capital L.P. | 0.04% | New | 1,442 | $280K |
| Arlington Financial Advisors, LLC | 0.05% | Reduce -56.8% | 1,434 | $279K |
| Keb Asset Management, LLC | 0.07% | No change | 1,432 | $278K |
| Keebeck Wealth Management | 0.04% | Add +8.1% | 1,430 | $278K |
| Lakeridge Wealth Management LLC | 0.13% | Reduce -49.2% | 1,427 | $277K |
| Watershed Private Wealth LLC | 0.10% | New | 1,426 | $277K |
| Lokken Investment Group LLC | 0.11% | Add +8.4% | 1,425 | $277K |
| Verus Wealth Management, LLC | 0.28% | No change | 1,424 | $277K |
| Echo Wealth Management, LLC | 0.17% | Reduce -0.3% | 1,423 | $276K |
| Sollinda Capital Management LLC | 0.07% | No change | 1,423 | $276K |
| Roberts Glore & Co. Inc. | 0.08% | No change | 1,417 | $275K |
| Moran Wealth Management, LLC | 0.01% | New | 1,417 | $275K |
| Granite Bay Wealth Management, LLC | 0.09% | No change | 1,416 | $275K |
| WealthTrust Axiom LLC | 0.08% | No change | 1,414 | $275K |
| Wilkins Miller Wealth Management, LLC | 0.19% | No change | 1,412 | $274K |
| Montis Financial, LLC | 0.08% | Add +12.6% | 1,411 | $274K |
| EnRich Financial Partners LLC | 0.08% | No change | 1,408 | $273K |
| Gemmer Asset Management LLC | 0.02% | New | 1,406 | $273K |
| Gibbs Wealth Management | 0.05% | New | 1,402 | $272K |
| FFT Wealth Management LLC | 0.05% | No change | 1,398 | $272K |
| Catalyst Financial Partners LLC | 0.03% | Add +22.6% | 1,401 | $272K |
| Mechanics Bank Trust Department | 0.04% | No change | 1,400 | $272K |
| Summit Investment Advisory Services, LLC | 0.12% | No change | 1,399 | $272K |
| Net Worth Advisory Group | 0.06% | New | 1,389 | $270K |
| Strategic Financial Concepts, LLC | 0.04% | Reduce -43.7% | 1,388 | $270K |
| Koshinski Asset Management, Inc. | 0.02% | No change | 1,386 | $269K |
| Northwest Quadrant Wealth Management, LLC | 0.06% | Add +0.4% | 1,383 | $269K |
| Formidable Asset Management, LLC | 0.04% | No change | 1,427 | $269K |
| Horst & Graben Wealth Management LLC | 0.04% | Add +1.4% | 1,379 | $268K |
| Ascentis Independent Advisors | 0.05% | Add +9.9% | 1,379 | $268K |
| NBT Bank, N.A. | 0.02% | No change | 1,375 | $267K |
| Planning Alternatives Ltd. | 0.04% | No change | 1,373 | $267K |
| Ledyard National Bank | 0.03% | Reduce -1.9% | 1,365 | $265K |
| Smith Salley Wealth Management | 0.02% | Add +0.7% | 1,362 | $265K |
| Cornerstone Management, Inc. | 0.05% | No change | 1,358 | $264K |
| Donaldson Capital Management, LLC | 0.01% | No change | 1,353 | $263K |
| Traynor Capital Management, Inc. | 0.02% | New | 1,334 | $262K |
| Grey Ledge Advisors, LLC | 0.06% | Add +0.4% | 1,346 | $262K |
| Fermata Advisors, LLC | 0.07% | Reduce -5.7% | 1,345 | $261K |
| GM Advisory Group, LLC | 0.01% | Add +0.3% | 1,343 | $261K |
| Daymark Wealth Partners, LLC | 0.01% | Add +17.7% | 1,342 | $261K |
| Beaird Harris Wealth Management, LLC | 0.02% | Reduce -2.3% | 1,338 | $260K |
| Selective Wealth Management, Inc. | 0.09% | No change | 1,324 | $260K |
| Motco | 0.02% | No change | 1,328 | $260K |
| Liberty Wealth Management LLC | 0.04% | New | 1,336 | $259K |
| Proactive Wealth Strategies LLC | 0.12% | Add +0.5% | 1,335 | $259K |
| Harmony Asset Management LLC | 0.10% | No change | 1,332 | $259K |
| Facet Wealth, Inc. | 0.01% | New | 1,323 | $259K |
| Monument Capital Management | 0.07% | No change | 1,331 | $259K |
| Equita Financial Network, Inc. | 0.10% | No change | 1,330 | $258K |
| FourThought Financial Partners, LLC | 0.03% | Reduce -6.4% | 1,323 | $257K |
| Sicart Associates LLC | 0.09% | No change | 1,317 | $256K |
| Savvy Advisors, Inc. | 0.02% | Reduce -43.3% | 1,317 | $256K |
| Signature Wealth Management Partners, LLC | 0.15% | Add +0.5% | 1,314 | $255K |
| Red Lighthouse Investment Management, LLC | 0.10% | Reduce -85.9% | 1,308 | $254K |
| MorganRosel Wealth Management, LLC | 0.07% | No change | 1,307 | $254K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.09% | Add +118.4% | 1,306 | $254K |
| Lansing Street Advisors | 0.08% | Add +0.4% | 1,306 | $254K |
| Alliance Wealth Advisors, LLC | 0.14% | Reduce -3.7% | 1,295 | $252K |
| Future You Wealth LLC | 0.14% | No change | 1,293 | $251K |
| Gordian Advisors LLC | 0.18% | No change | 1,293 | $251K |
| Activest Wealth Management | 0.06% | Reduce -5.8% | 1,288 | $250K |
| MTM Investment Management, LLC | 0.08% | No change | 1,280 | $249K |
| QTR Family Wealth, LLC | 0.15% | Add +0.2% | 1,280 | $249K |
| Oak Family Advisors, LLC | 0.09% | Reduce -4.8% | 1,279 | $248K |
| Abacus Wealth Partners, LLC | 0.04% | No change | 1,279 | $248K |
| S.A. Mason LLC | 0.12% | No change | 1,277 | $248K |
| SK Wealth Management, LLC | 0.11% | Add +2.6% | 1,262 | $248K |
| Orion Capital Management LLC | 0.09% | No change | 1,274 | $247K |
| RMR Capital Management, LLC | 0.18% | No change | 1,273 | $247K |
| Greatmark Investment Partners, Inc. | 0.03% | No change | 1,270 | $247K |
| Persium Advisors, LLC | 0.20% | Reduce -20.3% | 1,269 | $246K |
| Crews Bank & Trust | 0.04% | No change | 1,269 | $246K |
| PDS Planning, Inc | 0.02% | Reduce -0.6% | 1,265 | $246K |
| Gerber Kawasaki Wealth & Investment Management | 0.01% | Reduce -7.7% | 1,262 | $245K |
| BlackDiamond Wealth Management, LLC | 0.14% | New | 1,249 | $245K |
| Grandfield & Dodd, LLC | 0.01% | No change | 1,255 | $244K |
| Penobscot Investment Management Company, Inc. | 0.02% | Add +4.6% | 1,250 | $243K |
| Addison Advisors LLC | 0.06% | No change | 1,250 | $243K |
| Eagle Rock Investment Company, LLC | 0.04% | Add +0.9% | 1,250 | $243K |
| Windsor Advisory Group, LLC | 0.34% | No change | 1,238 | $240K |
| Atwood & Palmer Inc. | 0.01% | No change | 1,234 | $240K |
| Pecaut & Co. | 0.08% | Reduce -2.9% | 1,229 | $239K |
| Christensen, King & Associates Investment Services, Inc. | 0.11% | Add +0.2% | 1,227 | $238K |
| Pines Wealth Management, LLC | 0.08% | No change | 1,205 | $238K |
| Resolute Wealth Advisor, Inc. | 0.14% | — | 1,112 | $238K |
| Barnes Pettey Financial Advisors, LLC | 0.16% | No change | 1,223 | $238K |
| Endeavor Private Wealth, Inc. | 0.11% | Reduce -44.2% | 1,220 | $237K |
| Werba Rubin Papier Wealth Management | 0.04% | Reduce -45.7% | 1,218 | $237K |
| Leigh Baldwin & Co., LLC | 0.15% | Add +0.3% | 1,213 | $236K |
| Greenhouse Wealth Management, LLC | 0.15% | Add +0.3% | 1,212 | $235K |
| Heritage Wealth Management, Inc. | 0.18% | Add +4.1% | 1,212 | $235K |
| Commons Capital, LLC | 0.18% | Add +0.1% | 1,209 | $235K |
| Frank, Rimerman Advisors LLC | 0.02% | No change | 1,208 | $235K |
| Grassi Investment Management | 0.02% | New | 1,204 | $234K |
| Trilogy Capital Inc. | 0.01% | Reduce -18.9% | 1,201 | $233K |
| Missouri Trust & Investment Co | 0.08% | No change | 1,200 | $233K |
| Crewe Advisors LLC | 0.03% | Reduce -22.3% | 1,196 | $232K |
| USAdvisors Wealth Management, LLC | 0.09% | Reduce -15.5% | 1,194 | $232K |
| Timonier Family Office, LTD. | 0.09% | New | 1,189 | $231K |
| Trek Financial, LLC | 0.02% | No change | 1,187 | $231K |
| Northstar Asset Management Inc. | 0.06% | Reduce -2.1% | 1,184 | $230K |
| Elwood & Goetz Wealth Advisory Group, LLC | 0.05% | No change | 1,183 | $230K |
| Alpha Financial Partners LLC | 0.17% | Reduce -2.6% | 1,180 | $229K |
| Stone Summit Wealth LLC | 0.07% | Reduce -19.3% | 1,177 | $229K |
| Founders Financial Securities LLC | 0.02% | Add +0.1% | 1,175 | $228K |
| Monument Group Wealth Advisors, LLC | 0.14% | No change | 1,175 | $228K |
| JT Stratford LLC | 0.03% | Reduce -77.6% | 1,175 | $228K |
| Tarbox Family Office, Inc. | 0.03% | New | 1,175 | $228K |
| 180 Wealth Advisors, LLC | 0.03% | Reduce -12.8% | 1,175 | $228K |
| Tull Financial Group, Inc. | 0.10% | New | 1,174 | $228K |
| Patriot Investment Management Group, Inc. | 0.02% | No change | 1,173 | $228K |
| Parr McKnight Wealth Management Group, LLC | 0.03% | No change | 1,172 | $228K |
| Sharper & Granite LLC | 0.09% | No change | 1,159 | $228K |
| Impact Capital Partners LLC | 0.07% | No change | 1,167 | $227K |
| Commonwealth Retirement Investments LLC | 0.09% | No change | 1,166 | $226K |
| Falcon Wealth Planning | 0.02% | Add +6.5% | 1,166 | $226K |
| Financial Advisory Corp | 0.03% | Add +0.2% | 1,165 | $226K |
| Enterprise Bank & Trust Co | 0.08% | No change | 1,164 | $226K |
| Lebenthal Global Advisors, LLC | 0.04% | New | 1,161 | $226K |
| Retirement Solution LLC | 0.06% | New | 1,159 | $225K |
| Charles Schwab Trust Co | 0.02% | Reduce -35.0% | 1,155 | $224K |
| Braun Stacey Associates Inc. | 0.01% | Reduce -0.5% | 1,149 | $223K |
| Patten & Patten Inc. | 0.01% | Reduce -7.9% | 1,148 | $223K |
| Novem Group | 0.03% | Add +2.9% | 1,145 | $222K |
| Brookmont Capital Management | 0.13% | No change | 1,144 | $222K |
| Texas Capital Bancshares Inc | 0.08% | No change | 1,144 | $222K |
| Beacon Bank & Trust | 0.05% | Reduce -5.8% | 1,143 | $222K |
| FSM Wealth Advisors, LLC | 0.04% | Add +0.1% | 1,133 | $222K |
| SP Asset Management LLC | 0.02% | New | 1,140 | $221K |
| Northern Financial Advisors Inc | 0.17% | No change | 1,134 | $220K |
| Millennium Capital Advisors, LLC | 0.15% | No change | 1,134 | $220K |
| Insight Wealth Strategies, LLC | 0.03% | Add +0.1% | 1,121 | $220K |
| Elm Partners Management LLC | 0.01% | Reduce -28.6% | 1,130 | $219K |
| Harbor Group, Inc. | 0.04% | Add +0.2% | 1,118 | $217K |
| Bluespring Wealth Management, LLC | 0.02% | No change | 1,116 | $217K |
| Jackson Thornton Wealth Management, LLC | 0.02% | Reduce -11.2% | 1,106 | $216K |
| Barnes Wealth Management Group, Inc | 0.13% | Reduce -0.1% | 1,106 | $215K |
| Kathmere Capital Management, LLC | 0.02% | No change | 1,103 | $214K |
| High Net Worth Advisory Group LLC | 0.06% | No change | 1,101 | $214K |
| V2 Financial group LLC | 0.13% | No change | 1,100 | $214K |
| Nvwm, LLC | 0.05% | No change | 1,100 | $214K |
| Schroder Investment Management Group | 0.00% | No change | 1,100 | $214K |
| Convergence Financial, LLC | 0.04% | New | 1,097 | $213K |
| Blue Investment Partners LLC | 0.07% | No change | 1,092 | $212K |
| Collaborative Wealth Managment Inc. | 0.09% | New | 1,089 | $212K |
| Marshall & Sterling Wealth Advisors Inc. | 0.14% | Reduce -20.2% | 1,092 | $211K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.01% | New | 1,084 | $211K |
| Advyzon Investment Management, LLC | 0.05% | Add +68.1% | 1,084 | $211K |
| Values Added Financial LLC | 0.10% | No change | 1,083 | $210K |
| Liberty Square Wealth Partners LLC | 0.07% | No change | 1,082 | $210K |
| Roundview Capital LLC | 0.01% | Reduce -8.7% | 1,082 | $210K |
| Clearbridge Investments, LLC | 0.00% | Reduce -90.8% | 1,081 | $210K |
| KilterHowling LLC | 0.13% | New | 1,080 | $210K |
| Lyrical Asset Management LP | 0.00% | New | 1,075 | $209K |
| West Financial Advisors, LLC | 0.04% | No change | 1,070 | $208K |
| Hourglass Capital, LLC | 0.05% | No change | 1,069 | $208K |
| Manuka Financial, LLC | 0.11% | Reduce -19.9% | 1,068 | $207K |
| Twelve Points Wealth Management LLC | 0.06% | No change | 1,066 | $207K |
| Meridian Financial Partners LLC | 0.10% | No change | 1,065 | $207K |
| Vaughan David Investments LLC | 0.00% | No change | 1,063 | $206K |
| Robinswood Financial LLC | 0.07% | Add +0.5% | 1,058 | $206K |
| Tanglewood Wealth Management, Inc. | 0.02% | New | 1,057 | $205K |
| Lighthouse Financial LLC | 0.16% | New | 1,056 | $205K |
| Copia Wealth Management | 0.17% | No change | 1,055 | $205K |
| Tandem Capital Management Corp. | 0.10% | New | 1,055 | $205K |
| Builder Investment Group Inc. | 0.05% | New | 1,055 | $205K |
| Schneider Downs Wealth Management Advisors, LP | 0.03% | New | 1,054 | $205K |
| Arista Wealth Management, LLC | 0.03% | New | 1,050 | $204K |
| Mountain Pacific Investment Advisers LLC | 0.01% | New | 1,050 | $204K |
| Seneschal Advisors, LLC | 0.16% | Reduce -2.3% | 1,049 | $204K |
| Francis Financial, Inc. | 0.05% | New | 1,048 | $203K |
| Luken Investment Analytics, LLC | 0.09% | No change | 1,047 | $203K |
| Talon Private Wealth, LLC | 0.03% | Reduce -48.2% | 1,046 | $203K |
| Strategic Wealth Partners, Ltd. | 0.02% | — | 1,046 | $203K |
| Richard P Slaughter Associates Inc | 0.04% | Reduce -44.1% | 1,042 | $202K |
| Fulton Breakefield Broenniman LLC | 0.01% | New | 1,041 | $202K |
| Baltimore-Washington Financial Advisors, Inc. | 0.01% | New | 1,040 | $202K |
| Resonant Capital Advisors, LLC | 0.01% | New | 1,038 | $202K |
| Inspirion Wealth Advisors, LLC | 0.03% | New | 1,034 | $201K |
| Hurley Capital, LLC | 0.14% | Add +0.4% | 1,012 | $197K |
| Founders Capital Management | 0.12% | Add +2.3% | 1,007 | $196K |
| Country Trust Bank | 0.00% | New | 1,003 | $195K |
| Dunhill Financial, LLC | 0.06% | Add +29.0% | 1,000 | $194K |
| TFC Financial Management, Inc. | 0.03% | No change | 983 | $191K |
| Parkworth Wealth Management, Inc. | 0.14% | Add +0.5% | 976 | $189K |
| Pin Oak Investment Advisors Inc. | 0.16% | Reduce -19.6% | 1,003 | $188K |
| Pacifica Partners Inc. | 0.07% | Reduce -15.9% | 955 | $185K |
| S&T Bank | 0.05% | No change | 922 | $179K |
| Granite FO LLC | 0.10% | Add +0.3% | 909 | $176K |
| West Branch Capital LLC | 0.05% | Reduce -4.3% | 900 | $175K |
| IAG Wealth Partners, LLC | 0.02% | No change | 879 | $171K |
| CoreFirst Bank & Trust | 0.10% | New | 877 | $170K |
| Medallion Wealth Advisors, LLC | 0.07% | No change | 872 | $170K |
| NFSG Corp | 0.03% | Add +0.2% | 863 | $168K |
| WealthCollab, LLC | 0.09% | No change | 863 | $168K |
| Millstone Evans Group, LLC | 0.11% | No change | 860 | $167K |
| SIMA Wealth Partners, LLC | 0.13% | Reduce -70.2% | 858 | $167K |
| City State Bank | 0.05% | Reduce -15.0% | 852 | $165K |
| Sound Income Strategies, LLC | 0.01% | Add +97.9% | 831 | $161K |
| Centaurus Financial, Inc. | 0.01% | Reduce -13.4% | 812 | $158K |
| Register Financial Advisors LLC | 0.07% | Add +0.4% | 804 | $156K |
| Hills Bank & Trust Co | 0.01% | Add +6.9% | 775 | $151K |
| DB Fitzpatrick & Co, Inc | 0.13% | Reduce -0.5% | 765 | $149K |
| Moisand Fitzgerald Tamayo, LLC | 0.02% | No change | 763 | $148K |
| Evelyn Partners Asset Management Ltd | 0.04% | No change | 747 | $145K |
| GPS Wealth Strategies Group, LLC | 0.02% | Add +2.1% | 742 | $144K |
| First Pacific Financial | 0.02% | Add +9.1% | 734 | $143K |
| Halbert Hargrove Global Advisors, LLC | 0.01% | Add +74.5% | 731 | $142K |
| Union Savings Bank | 0.06% | No change | 708 | $138K |
| 3Chopt Investment Partners, LLC | 0.03% | Reduce -3.7% | 711 | $138K |
| TD Waterhouse Canada Inc. | 0.00% | Reduce -14.9% | 690 | $135K |
| Howe & Rusling Inc. | 0.01% | Add +394.3% | 692 | $134K |
| Wood Tarver Financial Group, LLC | 0.04% | No change | 687 | $133K |
| Caldwell Sutter Capital, Inc. | 0.06% | No change | 674 | $131K |
| Sellwood Investment Partners LLC | 0.06% | No change | 660 | $128K |
| Perkins Coie Trust Co | 0.02% | Add +427.2% | 659 | $128K |
| Creative Financial Designs Inc. | 0.01% | No change | 629 | $122K |
| MilWealth Group LLC | 0.03% | No change | 618 | $120K |
| Catherine Avery Investment Management LLC | 0.09% | No change | 592 | $115K |
| Wolff Wiese Magana LLC | 0.07% | No change | 583 | $113K |
| Morgan Dempsey Capital Management LLC | 0.05% | Reduce -1.7% | 582 | $113K |
| Palouse Capital Management, Inc. | 0.08% | No change | 577 | $112K |
| Avalon Trust Co | 0.01% | No change | 558 | $108K |
| West Paces Advisors Inc. | 0.02% | No change | 531 | $103K |
| SYM FINANCIAL Corp | 0.01% | No change | 527 | $102K |
| Provident Wealth Management, LLC | 0.03% | No change | 516 | $100K |
| Jackson Hole Capital Partners, LLC | 0.02% | No change | 497 | $97K |
| Concord Wealth Partners | 0.01% | Add +2.5% | 493 | $96K |
| United Community Bank | 0.03% | No change | 492 | $96K |
| Hopwood Financial Services, Inc. | 0.07% | Add +3.2% | 489 | $95K |
| Arcadia Investment Advisors LLC | 0.05% | No change | 483 | $94K |
| ESL Trust Services, LLC | 0.02% | No change | 479 | $93K |
| Capital Investment Counsel, Inc | 0.01% | No change | 475 | $92K |
| Cherry Tree Wealth Management, LLC | 0.02% | Reduce -5.2% | 472 | $92K |
| Bernard Wealth Management Corp. | 0.04% | Reduce -4.1% | 467 | $91K |
| Tompkins Financial Corp. | 0.01% | No change | 462 | $90K |
| Investors Research Corp | 0.02% | No change | 458 | $89K |
| TD Capital Management LLC | 0.01% | No change | 454 | $88K |
| Field & Main Bank | 0.03% | Reduce -1.7% | 400 | $78K |
| North Capital, Inc. | 0.07% | No change | 396 | $77K |
| Center for Financial Planning, Inc. | 0.01% | No change | 390 | $76K |
| Smithfield Trust Co | 0.00% | No change | 390 | $75K |
| IFS Advisors, LLC | 0.06% | No change | 383 | $74K |
| TruNorth Capital Management, LLC | 0.02% | No change | 377 | $73K |
| SRH Advisors, LLC | 0.02% | No change | 370 | $72K |
| Atlantic Private Wealth, LLC | 0.05% | Add +20.9% | 364 | $71K |
| Topsail Wealth Management, LLC | 0.01% | No change | 349 | $68K |
| Sittner & Nelson, LLC | 0.03% | No change | 346 | $67K |
| Westside Investment Management, Inc. | 0.01% | No change | 344 | $67K |
| First Command Advisory Services, Inc. | 0.00% | No change | 322 | $63K |
| Hantz Financial Services, Inc. | 0.00% | Add +87.2% | 307 | $60K |
| CNB Bank | 0.03% | No change | 305 | $59K |
| Wealth Preservation Advisors, LLC | 0.04% | No change | 304 | $59K |
| Rosenberg Matthew Hamilton | 0.01% | No change | 304 | $59K |
| Salomon & Ludwin, LLC | 0.01% | No change | 297 | $58K |
| Future Financial Wealth Managment LLC | 0.04% | No change | 300 | $58K |
| LOM Asset Management Ltd | 0.02% | — | 300 | $58K |
| Capital A Wealth Management, LLC | 0.64% | Add +183.6% | 346 | $57K |
| Piscataqua Savings Bank | 0.05% | No change | 290 | $56K |
| Painted Porch Advisors LLC | 0.02% | New | 289 | $56K |
| Longview Financial Advisors LLC | 0.03% | New | 286 | $56K |
| Richardson Financial Services Inc. | 0.04% | No change | 285 | $55K |
| Old Second National Bank of Aurora | 0.01% | No change | 284 | $55K |
| Elevation Wealth Partners, LLC | 0.02% | Add +0.4% | 280 | $54K |
| Atlantic Edge Private Wealth Management, LLC | 0.01% | Reduce -16.9% | 271 | $53K |
| one8zero8, LLC | 0.01% | No change | 269 | $52K |
| North Star Investment Management Corp. | 0.00% | No change | 269 | $52K |
| Peachtree Investment Partners, LLC | 0.02% | Add +0.4% | 266 | $52K |
| Bear Mountain Capital, Inc. | 0.02% | Reduce -68.9% | 259 | $51K |
| HHM Wealth Advisors, LLC | 0.01% | Add +2.0% | 254 | $49K |
| MGB Wealth Management, LLC | 0.02% | Reduce -30.5% | 253 | $49K |
| Centricity Wealth Management, LLC | 0.04% | No change | 250 | $49K |
| Caldwell Trust Co | 0.00% | No change | 247 | $48K |
| Abound Wealth Management | 0.01% | Add +21.2% | 246 | $48K |
| Financial Gravity Companies, Inc. | 0.01% | — | 244 | $47K |
| Tidemark, LLC | 0.02% | No change | 244 | $47K |
| Financial Perspectives, Inc | 0.01% | Add +178.2% | 242 | $47K |
| New England Capital Financial Advisors LLC | 0.02% | No change | 232 | $45K |
| Quaker Wealth Management, LLC | 0.01% | — | 229 | $44K |
| Opal Wealth Advisors, LLC | 0.01% | New | 223 | $43K |
| Richardson Capital Management LLC | 0.02% | No change | 223 | $43K |
| Valley National Advisers Inc. | 0.01% | No change | 224 | $43K |
| Milestone Investment Advisors LLC | 0.01% | No change | 218 | $42K |
| JDM Financial Group LLC | 0.02% | Add +0.5% | 218 | $42K |
| Victory Capital Management Inc. | 0.00% | New | 215 | $42K |
| Gitterman Wealth Management, LLC | 0.01% | New | 201 | $39K |
| Prestige Wealth Management Group LLC | 0.01% | No change | 201 | $39K |
| Aberdeen Wealth Management LLC | 0.03% | New | 200 | $39K |
| Creative Capital Management Investments LLC | 0.01% | No change | 200 | $39K |
| Cornerstone Planning Group LLC | 0.01% | Reduce -23.7% | 193 | $38K |
| Quantbot Technologies LP | 0.00% | Reduce -97.6% | 187 | $36K |
| VSM Wealth Advisory, LLC | 0.01% | No change | 185 | $36K |
| Peoples Financial Services Corp. | 0.02% | No change | 185 | $36K |
| SJS Investment Consulting Inc. | 0.01% | No change | 183 | $36K |
| Access Investment Management LLC | 0.01% | — | 180 | $35K |
| Clarity Asset Management, Inc. | 0.02% | New | 180 | $35K |
| MPWM Advisory Solutions, LLC | 0.02% | Reduce -40.9% | 179 | $35K |
| Stephens Consulting, LLC | 0.01% | No change | 172 | $33K |
| RMG Wealth Management LLC | 0.01% | — | 170 | $33K |
| Private Wealth Asset Management, LLC | 0.00% | Reduce -5.1% | 169 | $33K |
| Mb, Levis & Associates, LLC | 0.01% | No change | 164 | $32K |
| Delta Asset Management LLC | 0.00% | No change | 160 | $31K |
| Bellevue Asset Management, LLC | 0.01% | No change | 150 | $29K |
| Advantage Trust Co | 0.01% | New | 149 | $29K |
| Holos Integrated Wealth LLC | 0.02% | No change | 147 | $29K |
| Colonial Trust Advisors | 0.00% | Reduce -13.0% | 147 | $29K |
| Dynamic Wealth Strategies, LLC | 0.02% | No change | 145 | $28K |
| Pineridge Advisors LLC | 0.01% | Add +0.7% | 144 | $28K |
| Flagship Wealth Advisors, LLC | 0.01% | No change | 143 | $28K |
| Brooklyn Investment Group | 0.00% | Add +10.0% | 143 | $28K |
| Avion Wealth | 0.01% | No change | 144 | $27K |
| Versant Capital Management, Inc | 0.00% | No change | 138 | $27K |
| TCTC Holdings, LLC | 0.00% | No change | 136 | $26K |
| Richards, Merrill & Peterson, Inc. | 0.01% | No change | 135 | $26K |
| Armor Investment Advisors, LLC | 0.01% | No change | 135 | $26K |
| Van Eck Associates Corp. | 0.00% | No change | 132 | $26K |
| Putney Financial Group LLC | 0.03% | No change | 130 | $25K |
| Morton Brown Family Wealth, LLC | 0.01% | No change | 127 | $25K |
| Mark Sheptoff Financial Planning, LLC | 0.01% | No change | 126 | $24K |
| Richard W. Paul & Associates, LLC | 0.01% | Add +3.3% | 126 | $24K |
| C M Bidwell & Associates Ltd. | 0.01% | No change | 124 | $24K |
| Berkshire Money Management, Inc. | 0.00% | New | 123 | $24K |
| Syntax Research, Inc. | 0.02% | No change | 122 | $24K |
| Twin Lakes Capital Management, LLC | 0.01% | No change | 119 | $23K |
| Stuart Chaussee & Associates, Inc. | 0.01% | No change | 117 | $23K |
| Chilton Capital Management LLC | 0.00% | Reduce -47.7% | 113 | $22K |
| Fiduciary Advisors, Inc. | 0.02% | No change | 108 | $21K |
| Frazier Financial Advisors, LLC | 0.01% | Reduce -47.8% | 108 | $21K |
| POM Investment Strategies, LLC | 0.01% | No change | 106 | $21K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.00% | No change | 106 | $21K |
| Eq Wealth Advisors, LLC | 0.01% | No change | 103 | $20K |
| Kilter Group LLC | 0.01% | New | 103 | $20K |
| Chung Wu Investment Group, LLC | 0.02% | New | 100 | $19K |
| Truvestments Capital LLC | 0.00% | Reduce -23.7% | 100 | $19K |
| GeoWealth Management, LLC | 0.00% | Add +47.1% | 100 | $19K |
| Rise Advisors, LLC | 0.01% | Reduce -59.9% | 99 | $19K |
| CarsonAllaria Wealth Management, Ltd. | 0.01% | Add +1.0% | 99 | $19K |
| Bell Investment Advisors, Inc | 0.00% | New | 99 | $19K |
| Financial Management Professionals, Inc. | 0.00% | No change | 96 | $19K |
| Cheviot Value Management, LLC | 0.00% | Add +46.1% | 95 | $19K |
| Fourth Dimension Wealth, LLC | 0.01% | No change | 91 | $18K |
| Gen-Wealth Partners Inc | 0.01% | New | 87 | $17K |
| Comprehensive Financial Planning, Inc. | 0.01% | No change | 85 | $17K |
| Cape Investment Advisory, Inc. | 0.01% | No change | 71 | $14K |
| Accredited Wealth Management, LLC | 0.01% | No change | 70 | $14K |
| Evolution Advisers, Inc. | 0.01% | No change | 71 | $13K |
| Resources Management Corp. /CT/ | 0.00% | No change | 68 | $13K |
| Delos Wealth Advisors, LLC | 0.01% | New | 66 | $13K |
| Perritt Capital Management Inc | 0.01% | Add +1.6% | 65 | $13K |
| Vermillion & White Wealth Management Group, LLC | 0.01% | No change | 65 | $13K |
| Valley Wealth Managers, Inc. | 0.00% | Reduce -70.5% | 62 | $12K |
| HighMark Wealth Management LLC | 0.01% | New | 61 | $12K |
| Integrity Financial Corp | 0.01% | No change | 58 | $11K |
| Ameriflex Group, Inc. | 0.01% | No change | 58 | $11K |
| Ogorek Anthony Joseph /NY/ | 0.00% | No change | 60 | $11K |
| Luminist Capital LLC | 0.01% | No change | 56 | $11K |
| Nemes Rush Group LLC | 0.00% | Reduce -15.0% | 51 | $10K |
| Intelligent Financial Strategies | 0.01% | New | 50 | $10K |
| Valued Wealth Advisors LLC | 0.01% | New | 50 | $10K |
| High Note Wealth, LLC | 0.00% | No change | 47 | $9K |
| Physician Wealth Advisors, Inc. | 0.00% | Add +2.2% | 46 | $9K |
| Chapman Financial Group, LLC | 0.01% | — | 42 | $8K |
| Ridgewood Investments LLC | 0.00% | No change | 41 | $8K |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 40 | $8K |
| Bfsg, LLC | 0.00% | Reduce -36.1% | 39 | $8K |
| 10Elms LLP | 0.01% | No change | 38 | $7K |
| Evolution Wealth Management Inc. | 0.01% | — | 36 | $7K |
| First Community Trust NA | 0.01% | No change | 36 | $7K |
| Legacy Investment Solutions, LLC | 0.00% | — | 35 | $7K |
| Legacy Wealth Managment, LLC | 0.00% | Reduce -64.3% | 35 | $7K |
| Aventura Private Wealth, LLC | 0.00% | No change | 34 | $7K |
| Hoey Investments, Inc. | 0.00% | No change | 32 | $6K |
| Transce3nd, LLC | 0.00% | No change | 29 | $6K |
| Granite Investment Partners, LLC | 0.00% | No change | 29 | $6K |
| Broadwater Capital Management LLC | 0.00% | Add +19323.1% | 5,050 | $5K |
| Horizons Wealth Management | 0.00% | No change | 25 | $5K |
| Legacy Bridge, LLC | 0.00% | No change | 25 | $5K |
| Quest 10 Wealth Builders, Inc. | 0.00% | No change | 23 | $4K |
| Iron Horse Wealth Management, LLC | 0.00% | No change | 23 | $4K |
| Harvest Fund Management Co., Ltd | 0.00% | Reduce -94.5% | 21 | $4K |
| AllSquare Wealth Management LLC | 0.00% | No change | 20 | $4K |
| Toth Financial Advisory Corp. | 0.00% | No change | 20 | $4K |
| NewSquare Capital LLC | 0.00% | Add +0.0% | 20 | $4K |
| PMV Capital Advisers, LLC | 0.01% | New | 16 | $3K |
| Fairman Group, LLC | 0.00% | No change | 16 | $3K |
| Koesten, Hirschmann & Crabtree, INC. | 0.00% | No change | 14 | $3K |
| Main Street Group, LTD | 0.00% | No change | 8 | $2K |
| N.E.W. Advisory Services LLC | 0.00% | Reduce -96.3% | 8 | $2K |
| Alerus Financial NA | 0.00% | New | 8 | $2K |
| Tower Research Capital LLC (TRC) | 0.00% | New | 8 | $2K |
| Hughes Financial Services, LLC | 0.00% | No change | 7 | $1K |
| Kiker Wealth Management, LLC | 0.00% | New | 4 | $777 |
| Contravisory Investment Management, Inc. | 0.00% | New | 4 | $777 |
| Realta Investment Advisors | 0.00% | Reduce -99.7% | 3 | $494 |
"% of holder's portfolio" is IWD's weight in each manager's 13F, not the share of iShares Russell 1000 Value E the manager owns.